Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and vary depending on the specific program and client relationship. Piper Sandler Fixed Income Analytics Program has a standard fee of $15,000 annually. Balance Sheet Management Services range from 1 to 8 basis points with a $2,000 minimum annually. Fixed Income Advisory Services have a standard rate of 16 basis points with a $20,000 minimum annually. Treasury Investment Portfolio Services range from 4 to 16 basis points with a $50,000 minimum annually. Public Finance Consulting Services Program has a maximum fee of $100,000 per engagement letter.
Areas of Practice
Advisor Information
Office location
1251 Avenue of the Americas, 6th Floor, New York, NY, 10020
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No disclosures, customer disputes, or regulatory actions on file.
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Jonathan serves on the board of directors for Huntington Country Club, dedicating minimal time. He also serves on the board of directors for B&G Industries, Ltd., dedicating minimal time and receiving compensation.