Overview
- Headquarters
- Sarasota, FL
- Total Firm Assets
- $828 million
- Average High-Net-Worth Client Portfolio Size
- $8.2 million
- Stated Minimum Account Size
- $2,000,000
Fee Disclosure
Source: ADV PART 2A (2025-09-18)
· View brochure text
Latest filing: ADV PART 2A (2026-03-25)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 2.50% |
| $5,000,001 | $10,000,000 | 1.00% |
| $10,000,001 | $20,000,000 | 0.75% |
| $20,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $125,000 | 2.50% |
| $10 million | $175,000 | 1.75% |
| $50 million | $400,000 | 0.80% |
| $100 million | $650,000 | 0.65% |
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
- 94.42%
- Number of High-Net-Worth Clients
- 95
- Total Client Accounts
- 1,028
- Discretionary Accounts
- 926
- Non-Discretionary Accounts
- 102
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 290006
- ADV PART 2A (2026-03-25) · View brochure text
- ADV PART 2A (2025-09-18) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗