Overview

Headquarters
Lakeland, FL
Total Firm Assets
$2.9 billion
Average High-Net-Worth Client Portfolio Size
$2.6 million

Fee Disclosure

Source: CPS - FORM ADV PART 2A (2026-03-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $3,000,000 1.50%
$3,000,001 $5,000,000 1.00%
$5,000,001 and above 0.75%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $65,000 1.30%
$10 million $102,500 1.02%
$50 million $402,500 0.80%
$100 million $777,500 0.78%

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
58.43%
Number of High-Net-Worth Clients
647
Total Client Accounts
7,364
Discretionary Accounts
7,360
Non-Discretionary Accounts
4

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number
104914

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

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