| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable for accounts over $1,250,000.
17961 Hunting Bow Circle, Suite 102, Lutz, FL, 33558
Get directionsHarold is the President of Del Mar Group Inc, dedicating about 10-20% of his time. He is also a 50% owner and Managing Member of Coquina Key Publishing, LLC, spending minimal time, and DMG Financial LLC, spending a few hours per week, which involves marketing, management, and insurance sales.