| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
The Investment Management fee can be influenced by several factors and may change. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
121 Alhambra Plaza, Suite 1000, Coral Gables, FL, 33134
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 →Clinton is a volunteer committee member for the Lake Travis Independent School District CLASS Committee since September 2024, providing feedback on policies. The committee meets quarterly.