Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual asset-based fee of up to 1.2% of the account value, covering account reporting, investment advisory services, Financial Advisor compensation, and Pontera. This fee is negotiable and may vary based on circumstances. The Vision Advisory Account Fee is generally billed quarterly in arrears. The value of Unsupervised Assets are excluded from the fee calculation. Clients are also responsible for embedded fees and expenses associated with the Designated Investment Options.
Areas of Practice
Advisor Information
Office location
1095 Avenue of the Americas, 3rd & 4th Floors, New York, NY, 10036
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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Adam manages investments for Ostrich Development Co., dedicating minimal time per week. He also volunteers with the American Red Cross and A Leg to Stand On, and is a limited partner in Little Island Investors LLC.