Ocean Breeze Wealth provides customized investment management and financial planning services to individuals and high-net-worth clients. Ocean Breeze Wealth builds tailored portfolios using fundamental analysis and Modern Portfolio Theory, focusing on passive and active investment strategies to match each client's goals, risk tolerance, and tax considerations. In addition to managing investments, Ocean Breeze Wealth offers comprehensive financial planning covering retirement, cash flow and debt management, college savings, employee benefits, estate planning, insurance, and tax strategies. Clients can choose ongoing comprehensive planning with regular monitoring or project-based financial planning for specific questions. Ocean Breeze Wealth operates as a registered investment advisor based in Florida and is led by principal advisor and Certified Financial Planner Andrew Prescott.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable and calculated as a blended rate across the tiers.
