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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Portfolio management fees are based on a percentage of assets managed, as detailed in the fee schedule. Financial planning is charged at an hourly rate of $250, which is negotiable. Assisting with death distributions incurs a flat fee of $750. Pension consulting is also billed at $250 per hour. The firm requires a minimum of $25,000 to open and maintain an advisory account, but this may be waived at their discretion.
Areas of Practice
Advisor Information
Office location
900 Jefferson Road Suite 301, Rochester, NY, 14623
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Julian owns Progressive Marketing Services, Inc., which markets insurance products, and sells insurance and fixed annuity products. He is also an Investment Advisor Representative and owner of FSP Advisors, Inc., owns 30% of JDJ Partners LLC (a family LLC with rental property), and is a board member of the Henrietta Chamber of Commerce.