| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.75% |
| $1.0M - $5.0M | 2.50% |
| $5M+ | 2.25% |
Total wrap-fee is negotiable.
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL, 33146
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Learn about disclosures →Nancy is involved in several real estate activities, including sales, property management, and managing a condominium association. She also serves as Chief Financial Officer and Chief Information Security Officer for Portfolio Resources Advisor Group, dedicating about a quarter of her time to this role.