Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment supervisory fees are negotiable, with a maximum of 1.75% annually on assets up to $500,000 and 1.50% on assets over $500,000. Some clients pay a flat quarterly fee not based on account size, or a progressive fee. Financial planning fees are charged when planning needs exceed the level required for investment management, or for special projects. Hourly financial planning fees are negotiable, not exceeding $300/hour. The preferred minimum account size is $500,000, but this may be waived.
Areas of Practice
Advisor Information
Office location
4 High Ridge Park, 3rd Floor, Stamford, CT, 06905
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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