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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
You'll pay an annual fee based on the value of your assets under management. The fee is 1.00% on the first $2.5 million, 0.75% on amounts between $2.5 and $5 million, 0.50% on amounts between $5 and $10 million, and 0.25% on amounts above $10 million. The firm may institute a minimum annual fee based on each client’s circumstances. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
43 W 23rd Street, Fl 2, New York, NY, 10010
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
John occasionally participates in paid short-term consulting arrangements related to investment management market trends. He also owns and manages a rental property.