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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert is a registered representative of Leigh Baldwin & Co.