| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Advisory fee is negotiable and will not exceed an annualized fee of 1.50%.
1250 S. Pine Island Road, Suite 275, Plantation, FL, 33324
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 →Like many residents of South Florida, I relocated from Arkansas to enjoy the warm winters and the beauty of the state. I am a proud graduate of Southern Arkansas University, where I earned my Bachelor's degree in Finance and subsequently pursued my Master's in Business Administration, all while actively competing in college basketball. Following my graduation, I moved to South Florida to further my professional career and obtained my CERTIFIED FINANCIAL PROFESSIONAL™ certification.