Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The LAMP – Managed Annuity Program charges an asset-based fee, calculated quarterly in arrears, based on the value of assets in the program. The fee rate is subject to negotiation between the financial advisor and the client, with a maximum annual fee rate of 1.50%. The fee covers advisory and investment management services but does not include other costs associated with the variable annuity contract. Clients may pay commissions and other fees related to the purchase of the variable annuity contract.
Areas of Practice
Advisor Information
Office location
640 Fifth Avenue, 4th Fl., New York, NY, 10019
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.
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Robert is a board member of JAG Fund/ABTA Charity, a family charity, since 1997. He dedicates minimal time to this activity and receives no compensation.