PB
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
5,176 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$19.6B
Fee Structure
Financial Planning:Investment management only
The firm charges management fees based on a percentage of the portfolio's market value. Equity and Equity-Growth strategies range from 0.30% to 1.00% per year, while Fixed Income strategies range from 0.05% to 0.75%. Private Fund fees range from 0.25% to 0.75%. Fees are negotiable for separately managed accounts and Private Funds. Clients may also incur other fees, such as custodial and trading costs.
Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information
Office location
375 Park Avenue, 8th Floor, New York, NY, 10152
Get directionsRegulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Fiera Capital INC.
August 2021 - Present · 4 yrs 5 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.