Overview
- Headquarters
- Miami, FL
- Total Firm Assets
- $115 million
- Average High-Net-Worth Client Portfolio Size
- $2.3 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: FORM ADV PART 2A (2026-04-13) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $3,000,000 | 1.10% |
| $3,000,001 | $6,000,000 | 1.00% |
| $6,000,001 | $9,000,000 | 0.90% |
| $9,000,001 | $12,000,000 | 0.80% |
| $12,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,000 | 1.10% |
| $5 million | $53,000 | 1.06% |
| $10 million | $98,000 | 0.98% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
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
- 65.27%
- Number of High-Net-Worth Clients
- 33
- Total Client Accounts
- 133
- Discretionary Accounts
- 128
- Non-Discretionary Accounts
- 5
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 300280
- FORM ADV PART 2A (2026-04-13) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗