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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable and may vary based on several factors.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). Financial planning and consulting services are available on a stand-alone fee basis, typically at an hourly rate of $500, or a negotiated fixed fee. Fees may be negotiable based on various factors. Clients allocated to the Dynasty management platform will be responsible for additional fees.
Areas of Practice
Advisor Information
Office location
Eleven Times Square, 15th Floor, New York, NY, 10036
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
Ross is a passive investor in Honkaku Imports LLC (beverage importing) and Mobileoffer Inc. DBA Freebird Rides (rideshare). He dedicates minimal time to each of these activities.