| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable under special circumstances.
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL, 33146
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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 →Michael is a real estate agent for Global Luxury Realty since 2020, spending minimal time on this activity. He primarily uses his license for personal and family real estate transactions.