Overview
- Headquarters
- Tampa, FL
- Total Firm Assets
- $457 million
- Average High-Net-Worth Client Portfolio Size
- $4.2 million
- Stated Minimum Account Size
- $100,000
Fee Disclosure
Source: FORM ADV PART 2 APPENDIX 1 - WRAP FEE BROCHURE (2026-03-06)
· View brochure text
Latest filing: FORM ADV PART 2A FIRM BROCHURE (2026-03-06)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.50% |
Stated Minimum Annual Fee: $1,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
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
- 90.36%
- Number of High-Net-Worth Clients
- 99
- Total Client Accounts
- 401
- Discretionary Accounts
- 401
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 162724
- FORM ADV PART 2A FIRM BROCHURE (2026-03-06) · View brochure text
- FORM ADV PART 2 APPENDIX 1 - WRAP FEE BROCHURE (2026-03-06) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗