Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TSA charges fees quarterly, either in advance or arrears, depending on the client relationship. Fees are based on a percentage of the market value of assets. Some third-party platforms may have different billing arrangements. American Funds have a flat 1% annual advisory fee (0.5% for 529 plans). Marstone program has a flat 0.5% annual advisory fee, plus a 0.25% Marstone platform fee and a 0.10% Pershing administrative fee. CUNY Portfolio Program fees range from 0.55% to 0.75% depending on the account balance. Pershing Tier I and II fees range from 0.5% to 1.5% depending on the program and account size, and are negotiable for accounts over $500,000 or $1,000,000. Pershing Tier III has a flat 1.4% fee. Lockwood fees vary depending on the manager selected, typically ranging from 0.20% to 0.75% for managers and 0.15% to 0.65% for Lockwood.
Areas of Practice
Advisor Information
Office location
4 Executive Park Drive, Clifton Park, NY, 12065
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jessica works as a waitress at the Desmond Hotel and Conference Center, dedicating approximately 30 hours per week. She also does data entry for Dave Kobylar CPA for a few hours per week during tax season.