The advisory fee is calculated as a percentage of assets under management, up to 2% annually. The firm does not have a fixed fee schedule, but considers account size, investment objectives, and services required when determining the fee. Fees may be collected directly from client accounts or invoiced and billed directly to the client monthly or quarterly in arrears.
421 New Karner Road, Suite 6, Albany, NY, 12205
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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 →Catharine is a landlord/owner/investor of three rental apartments in St. Thomas, USVI. This activity is not investment related.