| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
11300 Us Highway 1, Suite 600, Palm Beach Gardens, FL, 33408
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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 →Alexia is a Partner/Founder at Brescia McCluskey, LLC, a public accounting firm, since August 2024. She spends nearly full-time on tax preparation, tax review, and bookkeeping duties at the firm, and advisory clients may be referred between the two businesses.