
| 101 S. Bay Boulevard, Suite B-4 P.O. Box 818, Anna Maria, FL 34216 800.800.7075 941.778.1900 Fax: 941.778.1801 |

| If I need my assets for other purposes, is there a cancellation fee? If you have other pressing needs for the money in your account we will help you get the money out of the account as quickly as possible. There are no cancellation fees. We look forward to you re-opening your account when circumstances have changed. Since we bill our management fees in advance one quarter at a time, our investment advisory agreement describes your right to a pro-rated refund. Back |
We Make Your Success Our Business. |