Overview

Headquarters
Miami, FL
Total Firm Assets
$210 million
Average High-Net-Worth Client Portfolio Size
$0.7 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: ADV PART 2A AND 2B FOR AIS (2026-07-06) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 2.00%
$1,000,001 $5,000,000 1.50%
$5,000,001 $10,000,000 1.00%
$10,000,001 and above 0.75%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $20,000 2.00%
$5 million $80,000 1.60%
$10 million $130,000 1.30%
$50 million $430,000 0.86%
$100 million $805,000 0.80%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
15.50%
Number of High-Net-Worth Clients
44
Total Client Accounts
231
Discretionary Accounts
195
Non-Discretionary Accounts
36

Services Offered

Services: Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
173134

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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