Assets Under Management
$125.9M
Number of Clients
69
Number of Advisors
4
Average Client AUM
$1.8M
AUM per Advisor
$31.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
The firm offers custom portfolio management on a discretionary basis, using a tactical allocation strategy. They may use various securities and alternative investments. Financial planning services include retirement planning, tax optimization, estate planning, and asset protection strategies. Investment consulting services are also offered for certain life insurance products.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $3.0M | 1.70% |
| $3.0M - $6.0M | 1.60% |
| $6.0M - $25.0M | 1.50% |
| $25M+ | 1.20% |
Fees may be negotiated at the sole discretion of the Advisor.
1301 International Parkway, Suite 550, Sunrise, FL, 33323