Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.87% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
For individual portfolio management, the annual advisory fee is 1.00% on assets up to $1,000,000 and 0.87% on amounts over $1,000,000, billed quarterly in advance. Consulting services are billed at $300 per hour. Financial planning services are offered for a fixed fee ranging from $300 to $1,500 or an hourly fee of $300, depending on complexity. A minimum of $500,000 in assets under management is suggested for individual portfolio management, but this is negotiable. Pension consulting services are charged an annual fee of $1,200, billed quarterly in advance.
Areas of Practice
Advisor Information
Office location
One Park Street, Guilford, CT, 06437
Get directionsRegulatory History
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