Ocean Breeze Wealth LLC
Assets Under Management
$29.6M
Number of Clients
21
Number of Advisors
1
Average Client AUM
$1.4M
AUM per Advisor
$29.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Ocean Breeze Wealth LLC manages tailored investment portfolios and offers financial planning on retirement, risk, college savings, cash flow, debt, benefits, and estate planning. They also provide comprehensive and one-time financial planning services. Investment analysis includes fundamental analysis and Modern Portfolio Theory.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningTax PlanningBusiness OwnersHigh Net Worth
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Location
FL, United States
