| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.5M | 1.30% |
| $1.5M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable for accounts over $10 Million.
270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787
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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 →Josiah is a minority owner of a commercial real estate company with no management role, and an APAR consultant assisting with accounting functions. He also works as an insurance agent selling annuities, insurance, and other products, and as a registered representative, each taking about a quarter of his time. Finally, Josiah is a registered investment advisor and provides wealth management services, dedicating nearly full-time hours to this.