Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PAA charges an asset-based wrap fee, not impacted by trading levels. The maximum annual client fee is 3%, negotiable and tailored to services. The fee covers advisor, platform, and strategy components. Platform fees are tiered based on assets (see table). For Rep as PM accounts sub-advised by APA, a .15% fee is paid to APA. The advisory fee excludes fund expenses and other charges. Discounts on the minimum advisory fee are not generally available. Minimum account sizes: $50,000 for SMA/UMA, $25,000 for Rep as PM.
Areas of Practice
Advisor Information
Office location
250 Skillman St., Brooklyn, NY, 11205
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 ActivitiesSells Insurance
Yoel is involved with the LCRL Family Foundation since 2020, dedicating minimal time. Yoel also sells insurance products not offered through Guardian, dedicating about a quarter of his time.