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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Alternative fees may be negotiated on a client-by-client basis. Multiple accounts in one household can be combined for breakpoint discounts.
Fee Estimator
The annual fee for investment services is based on a percentage of assets under management, billed quarterly in arrears. The fee schedule is 1.00% for the first $1,500,000, 0.75% for assets between $1,500,001 and $3,000,000, and 0.50% for assets over $3,000,000. Fees for financial planning services range from $2,500.00 to $20,000.00 annually, depending on complexity. Tax preparation fees range from $1000.00 to $15,000.00, with a minimum fee of $1000.00.
Areas of Practice
Advisor Information
Office location
180 South Clinton Ave, Suite 300, Rochester, NY, 14604
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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