Overview
- Headquarters
- Palm Beach Gardens, FL
- Total Firm Assets
- $614 million
- Average High-Net-Worth Client Portfolio Size
- $1.6 million
Fee Disclosure
Source: BROCHURE (2026-03-27) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.75% |
Stated Minimum Annual Fee: $1,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $17,500 | 1.75% |
| $5 million | $87,500 | 1.75% |
| $10 million | $175,000 | 1.75% |
| $50 million | $875,000 | 1.75% |
| $100 million | $1,750,000 | 1.75% |
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
- 14.72%
- Number of High-Net-Worth Clients
- 58
- Total Client Accounts
- 1,315
- Discretionary Accounts
- 1,315
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 330428
- BROCHURE (2026-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗