Overview

Headquarters
Winter Park, FL
Total Firm Assets
$557 million
Average High-Net-Worth Client Portfolio Size
$2.9 million

Fee Disclosure

Source: DISCLOSURE BROCHURE (2026-02-19) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.35%
$500,001 $1,500,000 0.95%
$1,500,001 $2,500,000 0.90%
$2,500,001 $5,000,000 0.80%
$5,000,001 $10,000,000 0.70%
$10,000,001 and above 0.50%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,500 1.15%
$5 million $45,250 0.90%
$10 million $80,250 0.80%
$50 million $280,250 0.56%
$100 million $530,250 0.53%

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
87.45%
Number of High-Net-Worth Clients
169
Total Client Accounts
1,397
Discretionary Accounts
1,395
Non-Discretionary Accounts
2

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
148271

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

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