| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.63% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiated on a client-by-client basis.
324 S. Hyde Park Ave., Suite 390, Tampa, FL, 33606
Get directionsCharles is a limited partner in Poe Family Investment Co LTD, an investment partnership for his father's family assets, since 2002. He is also a board member and shareholder of Poe Financial Group, a property and casualty insurance agency, dedicating minimal time to this business.