Assets Under Management
$108.1M
Number of Clients
219
Number of Advisors
8
Average Client AUM
$494K
AUM per Advisor
$13.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
1st Discount Brokerage, Inc. provides investment supervisory services, individual portfolio management, and financial planning. They manage accounts on a discretionary or non-discretionary basis, tailoring strategies to client objectives and risk tolerance. They also offer pension consulting and manager selection programs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000.
8927 Hypoluxo Road, Suite A5, Lake Worth, FL, 33467