Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Certain relationships may be charged a fixed or different fee schedule based on a percentage of assets under management, ranging from 0.20% to 1.45%. Fees are subject to negotiation depending on client relationships, size, and servicing requirements.
Fee Estimator
Investment management fees are based on a percentage of assets under management. The fee schedule starts at 1.00% on the first $5,000,000, decreasing for higher asset tiers. Certain relationships may be charged a fixed or different fee schedule based on a percentage of assets under management, ranging from 0.20% to 1.45%. Fees are subject to negotiation based on client relationships, size, and servicing requirements. Fees are billed quarterly, semi-annually, or annually. Two or more accounts of an immediate family group can be combined for fee purposes.
Areas of Practice
Advisor Information
Office location
200 Madison Ave, New York, NY, 10016-3903
Get directionsRegulatory History
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.
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Jeffrey is a member of the investment committee for Burke Rehabilitation Hospital since 2007, assisting in overseeing the foundation's investment portfolio. He dedicates minimal time to this activity.