How are Florida Trust Wealth Management’s fees structured?
Posted on September 5, 2026
We believe clients should clearly understand how their advisory relationship is structured, including how fees are calculated.
Our wealth management fees are generally based on assets under management (AUM) and follow a tiered fee schedule, meaning the effective fee percentage generally decreases as assets increase.
Because every family is different, the scope of services varies by relationship. During our discovery process, we discuss your family’s planning priorities, recommend the services that best support your needs, and explain how fees are structured before moving forward.
Our advisory relationship extends well beyond investment management and may include retirement planning, trust and estate planning, Family Office Services, coordination with your CPA and estate planning attorney, and ongoing guidance as your financial circumstances evolve.
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