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 $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Maximum fees permitted. Refer to the Investment Advisory Agreement for your specific fee.
Fee Estimator
VAS offers four different fee structures: flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in your Investment Advisory Agreement. The tables in the brochure reflect the MAXIMUM management fees VAS permits. Clients are also responsible for transaction and service fees. The minimum annual management fee is $90.00. Financial planning services are offered on an hourly or annual basis, with fees agreed upon in advance.
Areas of Practice
Advisor Information
Office location
125 Froehlich Farm Blvd., Woodbury, NY, 11797
Get directionsRegulatory History (2)
Customer Dispute
March 2025Employment Separation After Allegations
December 2011Other Business ActivitiesSells Insurance
Brian is involved in several outside business activities, including insurance sales, real estate rental properties, estate planning, and tax preparation. He dedicates a few hours per week to insurance sales and rental properties, about 10% of his time to estate planning, and about a quarter of his time to tax preparation.