| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees and account minimums are negotiable.
11300 U.S. Highway 1, Suite 600, Palm Beach Gardens, FL, 33408
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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 →Patricia is the president of Banana Lake Communications, Inc, a professional writing and business consulting firm, but she currently devotes no time to this activity. She also maintains a passive ownership stake in Banana Lake Properties, LLC, a real estate investment and rental activity, and does not actively devote any time to this business.