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 $1.5M | 0.90% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Minimum annual fee: $7,500. Minimum relationship size of $1,500,000 may be negotiable.
Fee Estimator
The standard investment management fee schedule is tiered based on assets under management. The minimum annual fee is $7,500, and the firm reserves the right to impose a minimum of $1,500,000 of assets under management to open a portfolio management relationship. These minimums may be negotiable under certain circumstances. Financial planning services are typically included in the investment management fee. Fees are billed quarterly in arrears.
Areas of Practice
Advisor Information
Office location
265 Church Street, New Haven, CT, 06510
Get directionsRegulatory History
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