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 | 1.70% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $7.0M | 1.20% |
| $7.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable on the balance over $10,000,000. An additional .25% may be added to the fee schedule for accounts being managed under an option strategy.
Fee Estimator
You'll pay an annual "wrap-fee" based on the market value of your assets under management. The fees are billed quarterly in advance. The firm's fees are negotiable at their discretion. Due to the additional complexity and time associated with managing an option strategy, if an option strategy is employed, an additional .25% may be added to the fee schedule. The firm recommends accounts with balances of $250,000 or more, though they may allow for a lower account balance at their discretion.
Areas of Practice
Advisor Information
Office location
303 Islington Street, Portsmouth, NH, 03801
Get directionsRegulatory History (1)
Customer Dispute
April 2008Other Business Activities
Jay serves on the board of directors for Wentworth Douglass Hospital Foundation, dedicating minimal time. He is also the general manager of Jay H. Levy Wealthfocus Financial Planning, LLC, established for financial literacy and education, spending about 10-20% of his time on this.