Overview
- Headquarters
- Saint Petersburg, FL
- Total Firm Assets
- $756 million
- Average High-Net-Worth Client Portfolio Size
- $14.8 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: PART 2A & PART 2B SUPPLEMENT (2026-06-02) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.95% |
| $1,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,500 | 0.95% |
| $5 million | $39,500 | 0.79% |
| $10 million | $64,500 | 0.64% |
| $50 million | $264,500 | 0.53% |
| $100 million | $514,500 | 0.51% |
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
- 94.22%
- Number of High-Net-Worth Clients
- 48
- Total Client Accounts
- 337
- Discretionary Accounts
- 334
- Non-Discretionary Accounts
- 3
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 137277
- PART 2A & PART 2B SUPPLEMENT (2026-06-02) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗