| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.85% |
When our firm selects a model portfolio managed by a third-party investment adviser for a client account, then the client will be assessed an advisory fee for the third-party adviser in addition to the advisory fee charged by our firm. The total advisory fee charged to the client by our firm and the third-party adviser will generally not exceed 2% and will be specified in the advisory contract with each client.
601 S. Harbour Blvd, Suite 109, Tampa, FL, 33602
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Learn about disclosures →Lawrence is involved in speaking, writing, and private counseling, dedicating a few hours per week. He also owns Gulfstream Development, LLC, investing in alternative assets, and is the CEO of Conscious Alternative Asset Management (CAAM). Lawrence is also involved in insurance sales and service.