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We are a Fee-Only Investment Advisor. We provide a full array of services for clients, including portfolio management and retirement planning. NEW CLIENT minimum portfolio size = $500,000 More Info »
Come see us for a free consultation when you are in or near Destin, FL. We are a â€œFee-Onlyâ€ Registered Investment Advisory Firm We specialize in portfolio management for high net-worth clients and in retirement planning. Portfolio Min = $500,000. More Info »