Cody Shoop is a registered investment advisor at Sulzberger Capital Advisors, INC., based in Miami, FL, with 2 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 93 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Lower advisory fees may be negotiated on an individual account basis.
Fee Estimator
Location
4500 Biscayne Boulevard, Suite 205, Miami, FL, 33137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sulzberger Capital Advisors, INC.
State Registrations1 state
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