Overview
- Headquarters
- Coral Gables, FL
- Total Firm Assets
- $867 million
- Average High-Net-Worth Client Portfolio Size
- $12.5 million
- Stated Minimum Account Size
- $3,000,000
Fee Disclosure
Source: STORGE PARTNERS - ADV PART 2A (2026-02-27) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.00% |
Stated Minimum Annual Fee: $18,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
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
- 99.66%
- Number of High-Net-Worth Clients
- 69
- Total Client Accounts
- 194
- Non-Discretionary Accounts
- 194
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 305395
- STORGE PARTNERS - ADV PART 2A (2026-02-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗