How firms in Florida charge for their services, based on Form ADV disclosures.
Percentage of AUM1,065 firms · 43%
Subscription fees544 firms · 22%
Hourly charges403 firms · 16%
Performance-based fees274 firms · 11%
Other: CONSULTING FEES14 firms · 1%
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT6 firms · 0%
Other: REFERRAL FEES4 firms · 0%
Other: 12B-1 FEES3 firms · 0%
Other: REIMBURSEMENT OF EXPENSES3 firms · 0%
Other: NONE AT THIS TIME3 firms · 0%
Other: THIRD PARTY REFERRAL FEES3 firms · 0%
Other: VALUE OF PLAN ASSETS3 firms · 0%
Other: SOLICITOR FEES2 firms · 0%
Other: COMPENSATION RELATED TO REFERRALS2 firms · 0%
Other: NEGOTIABLE2 firms · 0%
Other: PERCENTAGE OF ADVISED ASSETS2 firms · 0%
Other: SELECTION OF OTHER ADVISERS FEES2 firms · 0%
Other: PLATFORM FEES2 firms · 0%
Other: THIRD PARTY ADVISORY FEES2 firms · 0%
Other: SOLICITATION FEES2 firms · 0%
Other: THIRD PARTY ADVISER FEES2 firms · 0%
Other: CURRENTLY NO FEES ASSESSED1 firms · 0%
Other: DISCRETIONARY BONUS1 firms · 0%
Other: DOCK SQUARE CAPITAL RECEIVES BOARD FEES AND MAY ALSO FROM TIME T1 firms · 0%
Other: DUNN IS NOT COMPENSATED DIRECTLY FOR INVESTMENT ADVISORY SERVICE1 firms · 0%
Other: FAMILY OFFICE SERVICES: FLAT FEES/PROJECT FEES/A LA CARTE1 firms · 0%
Other: FEES ASSOCIATED WITH OFFSET OF AFFILIATED BROKER DEALER1 firms · 0%
Other: FEES AS SOLICITOR FOR SEABRIDGE INVEST ADVISOR1 firms · 0%
Other: FEE SHARE, STANDARD OF 50%1 firms · 0%
Other: FEES NEGOTIATED WITH AN INVESTMENT ADVISER OR SERVICE PROVIDER1 firms · 0%
Other: FINANCIAL COACHING SERVICE1 firms · 0%
Other: FINANCIAL PLANNING & ADVISORY1 firms · 0%
Other: FINANCIAL PLANNING AND CONSULTING1 firms · 0%
Other: FIRM'S COMPENSATION IS BASED ON A % OF SHAREHOLDERS EQUITY.1 firms · 0%
Other: FLAT FEE1 firms · 0%
Other: FREE ADVICE1 firms · 0%
Other: GENERAL PARTNER OF FUND RECEIVES PERFORMANCE BASED COMPENSATION1 firms · 0%
Other: IN LIEU OF HOURLY FEE, IA CAN CHARGE A FLAT FEE1 firms · 0%
Other: LICENSING SERVICES FEES AND SUB-ADVISER FEES1 firms · 0%
Other: MINIMUM ACCOUNT CHARGE1 firms · 0%
Other: MINIMUM FIXED FEE PAYABLE QUARTERLY1 firms · 0%
Other: MODEL DELIVERY FEES1 firms · 0%
Other: MODEL PORTFOLIO DELIVERY1 firms · 0%
Other: MONTHLY SUBSCRIPTION FEE FOR RESEARCH WEBSITE;ANNUAL MINIMUM FEE1 firms · 0%
Other: NDR RECEIVES BPS ON OTHER IA'S AUM USING NDR MODELS1 firms · 0%
Other: NEGOTIATED FEE FOR SERVICE1 firms · 0%
Other: NO LONGER PROVIDING INVESTMENT ADVISORY SERVICES1 firms · 0%
Other: OCIO SERVICES1 firms · 0%
Other: % OF ASSETS UNDER ADVISEMENT1 firms · 0%
Other: % OF ASSETS UNDER ANOTHER RIA'S MANAGEMENT1 firms · 0%
Other: %OF CLIENT ASSETS INVESTED IN MODEL PORTFOLIOS MANAGED BY OTHERS1 firms · 0%
Other: % OF COMMITTED INVESTMENT CAPITAL1 firms · 0%
Other: % OF FEES THAT OTHER ADVISER RECEIVE1 firms · 0%
Other: ONGOING ANNUAL1 firms · 0%
Other: ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS1 firms · 0%
Other: OPTIONAL PAYMENT FOR DEBT AND EQUITY RESEARCH REPORTS TO CLIENTS1 firms · 0%
Other: ORDINARY OFFICE OVERHEAD & OPERATING EXPENSES PLUS MARK-UP1 firms · 0%
Other: PERCENTAGE OF ASSETS UNDER CONSOLIDATION1 firms · 0%
Other: PERCENTAGE OF CASH FLOW GENERATED1 firms · 0%
Other: PERCENTAGE OF RETIREMENT PLAN ASSETS1 firms · 0%
Other: PERCENTAGE RATE FEES1 firms · 0%
Other: PERFORMANCE-BASED PROFIT ALLOCATIONS1 firms · 0%
Other: PER PARTICIPANT (ERISA)1 firms · 0%
Other: PORTFOLIO COMPANY FEES, MONITORING FEES, TRANSACTION FEES1 firms · 0%
Other: PROJECT BASED FEES1 firms · 0%
Other: PROJECT BASED FEES- RESEARCH FEE FOR ALTERNATIVES1 firms · 0%
Other: PROMOTER FEES1 firms · 0%
Other: PROPERTY MANAGEMENT, CONSTRUCTION MANAGEMENT, DEVELOPMENT MANAGE1 firms · 0%
Other: REBATE OF FEES FROM FUND MANAGERS AND ASSET CUSTODIAN1 firms · 0%
Other: REBATES/TRAILER FEES1 firms · 0%
Other: REFERRAL FEE1 firms · 0%
Other: REFERRAL FEES/ERISA FEES1 firms · 0%
Other: REFERRAL FEES FOR SELECTION OF OTHER ADVISORS1 firms · 0%
Other: REFERRAL FEES FROM CUSTODIANS1 firms · 0%
Other: REFERRAL FEES FROM RIAS1 firms · 0%
Other: REIMBURSEMENT OF ADMINISTRATION COSTS AND OVERHEAD1 firms · 0%
Other: REIMBURSEMENT OF OFFICE AND OPERATIONS EXPENSES1 firms · 0%
Other: REPORTING FEES FOR FAMILY OFFICE CLIENTS1 firms · 0%
Other: RETAINER BASED ON SCOPE OF WORK1 firms · 0%
Other: RETAINER FEE1 firms · 0%
Other: RETAINER FEES AND SPECIAL SERVICE FEES1 firms · 0%
Other: RETROCESSIONS1 firms · 0%
Other: REV SHARING WITH FRS & ELIGIBLE CREDIT & CASH MGMT SOLUTIONS1 firms · 0%
Other: SELECTION OF OTHER ADVISERS FEES; SOLICITOR FEES1 firms · 0%
Other: SELECTION OF OTHER ADVISORS1 firms · 0%
Other: SERVICE AS A SUB-ADVISOR TO OTHER REGISTERED INVESTMENT ADVISERS1 firms · 0%
Other: SERVICING FEES1 firms · 0%
Other: SETUP FEE1 firms · 0%
Other: SHARE IN A FEE CHARGED BY THIRD PARTY ADVISER.1 firms · 0%
Other: SHARE IN FEES CHARGED BY SUB-ADVISER.1 firms · 0%
Other: SHARE OF FEES CHARGED BY THIRD PARTY ADVISERS1 firms · 0%
Other: SHARES IN FEES CHARGED BY THIRD PARTY MONEY MANAGERS1 firms · 0%
Other: SOLICITOR FEE1 firms · 0%
Other: SOLICITORS FEES1 firms · 0%
Other: SPECIAL SERVICING FEES & 12B-1 REIMBURSEMENTS1 firms · 0%
Other: STRUCTURING, SERVICING, & CO-INVESTMENT FEES1 firms · 0%
Other: SUBADVISER FEES1 firms · 0%
Other: SUBADVISOR FEES1 firms · 0%
Other: SUB-ADVISORY FEES1 firms · 0%
Other: SUBSCRIPTION FEE AS A FLAT TRADING FEE.1 firms · 0%
Other: TAX RETURN PREP. FEE-NON ADVISORY RELATED BUSINESS1 firms · 0%
Other: THIRD PARTY ASSET MANAGEMENT, SERVICES1 firms · 0%
Other: THIRD PARTY FEES1 firms · 0%
Other: THIRD PARTY INVESTMENT MANAGERS1 firms · 0%
Other: THIRD-PARTY MANAGERS1 firms · 0%
Other: THIRD PARTY MONEY MANAGER1 firms · 0%
Other: THIRD PARTY MONEY MANAGERS1 firms · 0%
Other: TICKET CHARGES1 firms · 0%
Other: TRANSFER PRICING METHOD BASED ON RESIDUAL PROFIT AS PART OFGROUP1 firms · 0%
Other: TRUST MANAGEMENT FEE1 firms · 0%
Other: WEALTH PLANNING CONSULTING ENGAGEMENT-FEES RANGE FROM $5K-$20K1 firms · 0%
Other: WILL SHARE IN FEES CHARGED BY PRIMARY INVESTMENT ADVISOR1 firms · 0%
Other: THIRD PARTY ADVISOR FEES1 firms · 0%
Other: 2% OF NET WORTH OR ASSETS FOR FINANCIAL PLANNING CLIENTS1 firms · 0%
Other: 3RD PARTY ADVISER/MANAGER FEES1 firms · 0%
Other: ACCOUNT SET-UP FEES AT THE DISCRETION OF RSOA AN ACCOUNT WILL BE1 firms · 0%
Other: ADMINISTRATION FEES, CONTRIBUTION FEES1 firms · 0%
Other: ADMINISTRATIVE FEES1 firms · 0%
Other: ADVISER PERCENTAGE1 firms · 0%
Other: ANNUAL FIXED ADVISORY RETAINER FOR INSTITUTIONAL ADVISORY WORK1 firms · 0%
Other: ANNUALLY NEGOTIATED MANAGEMENT FEE1 firms · 0%
Other: ANNUAL MGMT FEE FOR OUTSIDE ASSETS/THIRD PARTY REFERRAL FEES1 firms · 0%
Other: ANNUAL RETAINER FEE1 firms · 0%
Other: A PERCENTAGE OF DRAWN INVESTED CAPITAL1 firms · 0%
Other: A PERCENTAGE OF GROSS EQUITY RAISED1 firms · 0%
Other: A PERCENTAGE OF PLAN ASSETS1 firms · 0%
Other: % ASSETS UNDER CONSULTATION & REPORTING FEES1 firms · 0%
Other: AS SPONSOR OF ETF, WILL SHARE IN ETF PROFITS AFTER EXPENSES1 firms · 0%
Other: BOARD, ORIGINATION, BUSINESS DEVELOPMENT AND MONITORING FEES1 firms · 0%
Other: CLIENT SPECIAL REQUESTS AS DETERMINED PRIOR TO ENGAGEMENT.1 firms · 0%
Other: CLIENTS REIMBURSE CERTAIN INVESTMENT MANAGEMENT EXPENSES1 firms · 0%
Other: COMBINATION MANAGEMENT AND PERFORMANCE FEES1 firms · 0%
Other: CONSULTING FEE NOT ASSET BASED1 firms · 0%
Other: CONSULTING FEES, ADDITIONAL SERVICES1 firms · 0%
Other: CONSULTING SERVICES1 firms · 0%