| 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 →Nora is a freelance graphics designer since 1993, and a Florida real estate sales associate since 2001. She is also a Florida life and variable annuities insurance agent since 2015, and devotes nearly full-time hours to these other businesses.