| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $35.0M | 0.55% |
| $35.0M - $50.0M | 0.45% |
| $50M+ | 0.40% |
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL, 33301
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Learn about disclosures →Joseph is an agent for Provenance Wealth Advisors, selling life insurance and working as an independent RIA, providing financial planning for a fee. He also participates in a self-directed investment club, is a board member for the Leadership Broward Foundation and Ft. Lauderdale Chamber of Commerce, and is a non-operating owner of Karl Capital Capital Holdings LLC, a real estate investing business.