| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.75% |
| $1.0M - $5.0M | 2.50% |
| $5M+ | 2.25% |
Total wrap-fee is negotiable.
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL, 33146
Get directionsStephen is involved with Foster Financial Services, Inc. in investment-related and insurance sales, dedicating nearly full-time hours to management duties. He also participates in BNI Miami-Dade, a networking group, for growth and development of networking chapters, spending about 10-20% of his time.