Overview
- Headquarters
- Miami, FL
- Total Firm Assets
- $496 million
- Average High-Net-Worth Client Portfolio Size
- $8.3 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: INVESTMENT ADVISER BROCHURE FORM ADV PART 2A (2026-10-16) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.25% |
| $1,000,001 | $10,000,000 | 1.00% |
| $10,000,001 | $20,000,000 | 0.75% |
| $20,000,001 | $50,000,000 | 0.60% |
| $50,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $6,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $52,500 | 1.05% |
| $10 million | $102,500 | 1.02% |
| $50 million | $357,500 | 0.72% |
| $100 million | $607,500 | 0.61% |
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
- 43.29%
- Number of High-Net-Worth Clients
- 26
- Total Client Accounts
- 81
- Discretionary Accounts
- 38
- Non-Discretionary Accounts
- 43
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 285582
- INVESTMENT ADVISER BROCHURE FORM ADV PART 2A (2026-10-16) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗