Suncoast Equity Management helps clients preserve and grow their capital by selecting primarily Large Cap equities. At a client’s request, Suncoast may oversee other investments including fixed income and mutual funds. Suncoast evaluates each client's current investments with respect to their risk tolerance and time horizon. Suncoast may request authority to make trades without asking first.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending upon the needs of the client and complexity of the situation.