Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges management fees based on a percentage of the portfolio's market value. Equity and Equity-Growth strategies range from 0.30% to 1.00% per year, while Fixed Income strategies range from 0.05% to 0.75%. Private Fund fees range from 0.25% to 0.75%. Fees are negotiable for separately managed accounts and Private Funds. Clients may also incur other fees, such as custodial and trading costs.
Areas of Practice
Advisor Information
Office location
375 Park Avenue, 8th Floor, New York, NY, 10152
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.
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Josefa works as a Vice President at Fiera Capital, Inc., focusing on investment management, asset allocation, and portfolio management for individuals. This investment-related role takes nearly full-time hours.