Maurice Linton is a registered investment advisor at Eagle's Crest Advisors, LLC, based in Orange City, FL, with 25 years of industry experience. Maurice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 60 clients with $130M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable based on the size of the account and complexity of asset structures. Fixed income and cash management accounts have a separate schedule (0.25% to 0.55%). Accounts holding only alternative investments are charged a flat 1.00%.
Orange City, FL
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