Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $500 to $10,000 based on complexity. Hourly consulting rates range from $150 to $300 per hour. Advisory fees for asset management services (Mutual Fund, ETF, and Third-Party Manager Selection) range up to 2.50% of assets. Stock Portfolio Management fees range up to 2.75%. Fees are billed quarterly in arrears, based on the average daily balance of the previous quarter. The firm may waive or negotiate fees at its discretion.
Areas of Practice
Advisor Information
Office location
305 Spindrift Drive, Williamsville, NY, 14221
Get directionsRegulatory History (1)
Employment Separation After Allegations
August 1992Other Business ActivitiesSells Insurance
Pina works as an investment advisor for ISWM and a registered representative for Peak Brokerage Services, dedicating about 10-20% of their time and a few hours per week, respectively. Pina is also an insurance agent with Top Advisors Group and involved with The Financial Guys for financial planning.