Overview
- Headquarters
- Winter Park, FL
- Total Firm Assets
- $91 million
- Average High-Net-Worth Client Portfolio Size
- $3.2 million
Fee Disclosure
Source: FORM ADV DISCLOSURE BROCHURE (2025-10-17) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.25% |
| $2,000,001 | $5,000,000 | 0.90% |
| $5,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | $25,000,000 | 0.50% |
| $25,000,001 | $50,000,000 | 0.45% |
| $50,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $52,000 | 1.04% |
| $10 million | $82,000 | 0.82% |
| $50 million | $269,500 | 0.54% |
| $100 million | Negotiable | Negotiable |
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
- 77.18%
- Number of High-Net-Worth Clients
- 22
- Total Client Accounts
- 280
- Discretionary Accounts
- 275
- Non-Discretionary Accounts
- 5
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 141006
- FORM ADV DISCLOSURE BROCHURE (2025-10-17) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗