| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.13% |
| $5M+ | 1.00% |
For Equity and Blended Accounts. Smaller client relationships (below $900,000 due to withdrawal) are billed at an annual rate of 1.50%. Fixed rates may be negotiated.
3030 W Kennedy Blvd, Tampa, FL, 33609
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