Overview

Headquarters
Tampa, FL
Total Firm Assets
$196 million
Average High-Net-Worth Client Portfolio Size
$2.2 million

Fee Disclosure

Source: PART 2A (2026-04-28) · View brochure text
Latest filing: WRAP BROCHURE (2026-04-28) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 2.00%
$250,001 $500,000 1.62%
$500,001 $1,000,000 1.50%
$1,000,001 $2,000,000 1.25%
$2,000,001 $5,000,000 1.00%
$5,000,001 and above 0.75%

Stated Minimum Annual Fee: $1,500

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $16,562 1.66%
$5 million $59,062 1.18%
$10 million $96,562 0.97%
$50 million $396,562 0.79%
$100 million $771,562 0.77%

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
82.44%
Number of High-Net-Worth Clients
72
Total Client Accounts
343
Discretionary Accounts
258
Non-Discretionary Accounts
85

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
172537

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

Frequently Asked Questions