| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.49% |
| $25M+ | 0.49% |
Fees are negotiable for amounts over $25,000,001. Using the previous tier's fee percentage for the negotiable tier.
877 Executive Center Drive West, Suite 100, St. Petersburg, FL, 33702
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Warren is a manager at WGS II CPA, LLC, dedicating minimal time, and a manager at SBF, LLC, a full-service CPA firm, dedicating full-time hours. He is also a passive partner in Bayview Insurance Solutions, LLC, an insurance brokerage business, but dedicates no time to it.