| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Referrals of new clients receive a flat 0.90% fee.
220 Quadrille Blvd., Ste. 220, West Palm Beach, FL, 33401
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