| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Fees and account minimums may be negotiable in certain circumstances.
1880 N Congress Ave, Suite 302, Boynton Beach, FL, 33426
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Learn about disclosures →Nicholas sells life insurance through Capitas Financial/Smith Companies, receiving residual income commissions, but spends no time on it currently. He is also a real estate agent with Ocean Capital Real Estate Services Group, spending minimal time facilitating sales and rentals for family and personal property.