Platform Technology Partners generally charges an annual fee based upon a percentage of the average daily value of the assets being managed. The total annual management fee is the sum of the program fee, advisory fee, and administration fee(s), and may not exceed 3.00%. They request a minimum portfolio size of $100,000 per relationship, which may be waived at their sole discretion. Financial consultation services are billed on a flat-fee or hourly basis, with hourly fees ranging from $100 to $300 per hour.
135 Crossways Park Drive, Suite 404, Woodbury, NY, 11797
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