| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
We have a $1,500 minimum quarterly fee requirement, which may be waived or reduced if we feel circumstances are warranted.
4600 Military Trail, Suite 215, Jupiter, FL, 33458
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 →Todd is a managing member of Horizon Investment Partners, LLC, which owns and manages a property, dedicating minimal time to it. He is also a Director and CPA of Schanel & Associates, PA, an accounting firm, spending about a quarter to half of his time on this.