Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TSA charges fees quarterly, either in advance or arrears, depending on the client relationship. Fees are based on a percentage of the market value of assets. Some third-party platforms may have different billing arrangements. American Funds have a flat 1% annual advisory fee (0.5% for 529 plans). Marstone program has a flat 0.5% annual advisory fee, plus a 0.25% Marstone platform fee and a 0.10% Pershing administrative fee. CUNY Portfolio Program fees range from 0.55% to 0.75% depending on the account balance. Pershing Tier I and II fees range from 0.5% to 1.5% depending on the program and account size, and are negotiable for accounts over $500,000 or $1,000,000. Pershing Tier III has a flat 1.4% fee. Lockwood fees vary depending on the manager selected, typically ranging from 0.20% to 0.75% for managers and 0.15% to 0.65% for Lockwood.
Areas of Practice
Advisor Information
Office location
725 Glen Cove Ave, Glen Head, NY, 11545
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gary is involved in several outside business activities, including an RIA business (ELH Associates), serving as co-trustee for multiple charitable foundations and a living trust, and holding a position as Vice President of Lofgren Realty, Inc. His time commitment varies across these activities, ranging from minimal involvement to about 10-20% of his time for ELH Associates.