Opening
Your Account for Investment Management, Tampa, Florida
Account
Size
The minimum account size is $250,000.
Management
Fee
Our management fee is 1.5% on the first $500,000. On
amounts over $500,000, our fee is 1% per year.
Opening
Your Account
We seek clients who share our long-term approach to
building wealth. We welcome interested individuals to
meet with us to discuss their investment objectives
and the possibility of opening an account.
We
invite you to contact us
or call us at (813) 963-0502. Thank you for your interest
in our firm.
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