Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary depending on the service. Compass and AdvisorFX accounts have advisor fees (up to 2% of assets) and platform fees. Financial planning is offered at $300/month, $300/hour, or up to $35,000 flat. Align Wealth Management is a fixed annual fee of $15,000-$75,000. Pontera platform fee is 0.25% charged quarterly. The Advisor fee is negotiable between you and your Financial Professional. Some Financial Professionals will choose to pay the Platform Fee on your behalf, and some Financial Professionals have negotiated for no Platform Fee.
Areas of Practice
Advisor Information
Office location
Macedon, NY
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Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Jerry sells fixed insurance products, including life, health, disability, fixed annuities, and long-term care. He also works for Bright Futures Wealth Management as a sales representative and investment advisor, spending about a quarter of his time on advisory business.