HTK charges up to 1.5% of the client's account value for advisory services with TPAMs, not including manager fees. Financial planning and consulting fees are negotiable. Retirement plan consulting services are charged based on a percentage of assets (up to 1%), hourly (up to $500/hour), or a flat rate. Clients may pay fees to AdvicePay, an unaffiliated service provider. HTK may receive fees from TPAMs for conferences, events, and marketing support.
30 Vesey St, 9th Floor, New York, NY, 10007
Get directionsAmedeo works as an agent at Granata & Associates, a life insurance brokerage, since 1999. He spends about a quarter of his time on insurance sales and service of life, health, disability, and long-term care insurances, as well as retirement planning.