Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for Multi-Asset Solutions team range from 0.10% to 0.45% of assets under management, and are negotiable based on account size and objective. For Managed Accounts, clients pay a wrap fee to a third-party sponsor, which includes NYLIM's management fee ranging from 0.25% to 0.80% of assets under management. This fee varies depending on the sponsor, investment strategy, account type, services provided, and assets in the program.
Areas of Practice
Advisor Information
Office location
51 Madison Avenue, 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
Amanda is a landlord for a rental property, though a property management company handles the duties. She also serves on the investment committee for the Executive Women International Scholarship Fund of Western Washington, dedicating minimal time each month.