| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M+ | 0.50% |
Fees may be negotiable.
4601 W North A Street, Tampa, FL, 33609-1909
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Ralph owns FloridaWood, a hobby business where he makes fish from wood, dedicating a few hours per week. He also consults and offers fixed insurance and annuity products as a licensed agent through Darwin Insurance Group, spending about 10-20% of his time on this service.