| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiated at the sole discretion of the Advisor.
13000 Sawgrass Village Circle, Building 9 Suite 48, Ponte Vedra Beach, FL, 32082
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Learn about disclosures →Thomas works full-time for Coral Reef Advisors as a Registered Investment Advisor. He also sells various insurance products to residents of states where he holds an insurance license and works as a registered representative for Private Client Services, LLC.