| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Certain legacy Clients may have fees that differ from the fee schedule noted above. Accounts managed within our Dynamic Growth strategy will be assessed an additional 0.50% advisory fee annually.
11376 N. Jog Road, Suite 101, Palm Beach Gardens, FL, 33418-1752
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jeffrey is an advisor and shareholder in Tranzon Key, a real estate auction business, since 1999. He provides financial and administrative advisory services, dedicating varied hours outside of securities trading hours.