Fees for investment advisory services are negotiable and depend on account value, investment program, service level, and financial complexity. The IAR is authorized to charge a fee within an allowable range, starting from 0.35% to 0.5% depending on the asset level, and a maximum that cannot exceed 2.0%. Additional fees may include custodian, platform, manager, and transaction fees. Financial planning fees range from $250-$5,000 (flat fee) or $100-$500 per hour. Retirement plan advisory fees depend on plan account value, plan type, and number of participants.
One Blue Hill Plaza, #1509-75, Pearl River, NY, 10965
Get directionsArthur is involved in business brokering, energy service referrals, and loan prospecting, each taking minimal time. He is also an independent insurance agent selling various insurance products, dedicating a few hours per week.