| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally not negotiable; however, in certain circumstances, the Company may accept other negotiated rates.
5550 Glades Road, Suite 535, Boca Raton, FL, 33431
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Daniel is a member of Aventura Holdings, LLC, the holding company for Aventura Securities, LLC, Aventura Insurance Services, LLC, and Aventura Capital Management, LLC, dedicating full-time hours during trading hours. He is also a Managing Member of FlexMark Strategic Partners, LLC, General Partner of a Limited Partnership, spending about 10-20% of his time on this activity.