| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
11300 Us Highway 1, Suite 600, Palm Beach Gardens, FL, 33408
Get directionsKevin is a committee member on the Investment Advisory Committee to the Town of Palm Beach since 2011, dedicating minimal time to listening and reviewing investment managers. This activity is investment-related.