Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Platform Technology Partners generally charges an annual fee based upon a percentage of the average daily value of the assets being managed. The total annual management fee is the sum of the program fee, advisory fee, and administration fee(s), and may not exceed 3.00%. They request a minimum portfolio size of $100,000 per relationship, which may be waived at their sole discretion. Financial consultation services are billed on a flat-fee or hourly basis, with hourly fees ranging from $100 to $300 per hour.
Areas of Practice
Advisor Information
Office location
135 Crossways Park Drive, Suite 404, Woodbury, NY, 11797
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.
Learn about disclosures →Other Business Activities
Jeffrey is an IAR and member of Northeast Private Wealth Management LLC, dedicating full-time hours to these duties. He also owns 63 Forest Ave Holding Co, LLC, spending a few hours per week on real estate management and receiving compensation through rental income.