Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management, hourly charges, fixed fees, and commissions. All fees are fully disclosed and negotiable. The firm also offers fee-based financial planning services on an hourly or flat fee basis. Clients have the right to rescind the financial planning agreement without penalty within five business days of entering into such a contract. The firm does not dictate a minimum or maximum fee – all fees are reviewed by the compliance staff to confirm the legitimacy of the fees agreed upon.
Areas of Practice
Advisor Information
Office location
432 North Franklin St, Suite 20, Syracuse, NY, 13204
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
Nataly is involved with Crown Risk Management, focusing on sales and services of qualified retirement plans, dedicating nearly full-time hours. She also acts as a solicitor for Hazard & Siegel Advisory Services LLC, referring client accounts, which takes about 10-20% of her time.