Gulfcoast Embers Advisors is a registered investment advisor located in North Port, Florida, offering investment management and financial planning services to individuals, families, and trusts. The firm provides discretionary portfolio management, non-discretionary investment advice, portfolio rebalancing, and general financial guidance covering budgeting, goal setting, and retirement planning. Clients can choose between an asset-based fee structure or a flat annual retainer, with financial planning included under both arrangements. The firm emphasizes long-term discipline, strategic asset allocation, and broad diversification to align portfolios with each client's specific objectives and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.20% |
Fees are calculated using a blended rate.