Overview
- Headquarters
- St. Petersburg, FL
- Total Firm Assets
- $5.6 billion
- Average High-Net-Worth Client Portfolio Size
- $47.6 million
- Stated Minimum Account Size
- $10,000,000
Recent Rankings
Forbes 2025: 50
Fee Disclosure
Source: HIGH NET WORTH INDIVIDUALS AND FAMILIES (2026-08-28) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.00% – 1.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Estimates use the upper end of the disclosed range. 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
- 100.00%
- Number of High-Net-Worth Clients
- 118
- Total Client Accounts
- 118
- Discretionary Accounts
- 118
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 126992
- HIGH NET WORTH INDIVIDUALS AND FAMILIES (2026-08-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗