| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
11300 Us Highway 1, Suite 600, Palm Beach Gardens, FL, 33408
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Learn about disclosures →Jack is a licensed insurance agent since October 2023. He spends no time on this activity.