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 $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Minimum quarterly fee of $1500. Lower fees may be negotiable.
Fee Estimator
For equity and balanced accounts, the annual fee is 1.20% on the first $500,000, 1.00% on the next $500,000, and 0.80% above $1,000,000. For fixed income-only accounts, the annual fee is 0.50% on any amount. For ETF-only accounts, the annual fee is 0.80% on any amount. The minimum quarterly fee is $1500 for equity/balanced accounts and $1250 for fixed income-only accounts. Financial planning for clients with accounts of $150,000 or less is a fixed fee of $3,000, payable in two installments. Certain legacy clients and clients with larger accounts may receive financial planning at no additional cost. Fees may be negotiable under certain circumstances.
Areas of Practice
Advisor Information
Office location
165 Culver Rd, Suite 100, Rochester, NY, 14620
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Michael Joseph CarricoRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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