Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
771 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$100K
Hourly Rate:$100 - $300/hr

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.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

135 Crossways Park Drive, Suite 404, Woodbury, NY, 11797

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2022
Settled
Employment History
Current Registrations
Platform Technology Partners
April 2020 - Present · 5 yrs 9 mos
Previous Registrations
Sanford C. Bernstein & Co., LLC
March 2013 - March 2013 · 0 mos
Alliancebernstein L.P.
November 2011 - July 2019 · 7 yrs 8 mos
Sanford C. Bernstein & Co., LLC Broker
December 2008 - July 2019 · 10 yrs 7 mos
State Registrations2 states
NJNY
Advisor
Exams
No exam information available for this advisor.