Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The standard advisory fee is 2.0% of net assets under management, billed quarterly in advance or arrears. Fees are negotiable based on client type, discretionary authority, assets under management, and other factors. The minimum account size is generally $100,000, but this is negotiable. Clients are responsible for additional investment expenses such as custodial charges and brokerage fees.
Areas of Practice
Advisor Information
Office location
320 Post Road, Suite 230, Darien, CT, 06820
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 Activities
Mary works as an advisory representative for Sprott Asset Management USA Inc., a registered investment advisor. She acts as an investment advisory representative for clients, administers trading, and conducts other business as required, dedicating about half of her time to this role.