CL
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
30 advisors
Number of Clients
912 clients
Average Client Portfolio
$377K average
Assets Under Management
$344.0M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiated in some instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$500 - $10,000
Hourly Rate:Up to $500/hr
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. Financial planning services are offered on an hourly basis (up to $500/hour), fixed rate ($500 to $10,000), or annual retainer ($500 to $10,000 per year). Fees may be negotiable. Clients may also incur transaction fees.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
Copiague, NY
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2014Denied
Other Business Activities
Cosmo works as a sports official and baseball umpire for youth baseball, starting in 2016. These activities are not investment-related and take a few hours per week.
Employment History
Current Registrations
Bull Harbor Capital LLC.
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Park Avenue Securities LLC
January 2021 - October 2023 · 2 yrs 9 mos
Park Avenue Securities LLC Broker
June 2016 - October 2023 · 7 yrs 4 mos
Nylife Securities LLCBroker
May 2013 - April 2016 · 2 yrs 11 mos
State Registrations4 states
MDNCNJNY
Advisor
Exams
No exam information available for this advisor.