| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
The Investment Management fee can be influenced by several factors and may change. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Miami, FL
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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 →Deborah is a passive owner of RM Civil Designs, Inc., a civil engineering firm, since 2006. She is also a member of the Miami Obedience Club and a board member of FPA of Miami, dedicating minimal time to each.