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While we enjoy taking on new clients, serving our current clients remains our top business priority. In order to provide the best advice and service to our clients, we believe it is necessary to limit the number of clients our firm serves. Accordingly, we have established minimum criteria for becoming a client. We assess a number of factors when deciding whether to work with a particular family. Among these is willingness to: take advice, collaborate on high level strategy, thoughtfully participate in goal setting and delegate investment management. We also consider total financial net worth and the amount of investment assets that can be managed.
Unless a prospective client is related to a current client, has been referred to us by an attorney, CPA or other professional we know, or is likely to soon accumulate enough assets, it is unusual for us to accept engagements with families that have much less than $1,000,000 in investment assets. By “investment assets” we mean most commonly held investments including, but not limited to, all forms of stocks, bonds, options, mutual funds, ETF’s, REIT’s, closed-end funds, UIT’s, and deferred annuities of all types. We do not count real estate holdings or personal assets like furnishings, cars, and jewelry. The investment assets may be held in almost any type of account at any financial institution and include, but are not limited to, brokerage accounts, trust accounts, and retirement plans such as 401(k)s, 403(b)s, IRAs, and Roth IRAs.
Clients that meet the $1,000,000 threshold pay us no more than 1% per year.
If we believe a long term client/advisor relationship may develop, we may offer to provide financial planning services to people or families that do not meet our minimums for an annual retainer, a flat project fee, a percentage higher than 1%, or under an hourly consulting arrangement.
200 South Orange Avenue
Orlando, FL 32801
6767 N. Wickham Road
Melbourne, FL 32940