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 $2.5M | 0.95% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.70% |
Fees are negotiable. Family Office Clients and other Clients with established relationships may be subject to a different fee schedule or rate.
Fee Estimator
The annual portfolio management fee is based on a percentage of your assets under management, starting at 0.95% for the first $1 million up to $2.5 million. There is a $9,500 minimum annual fee. Wealth and financial planning fees range from $2,000 to $10,000 on a fixed fee basis, or $225 to $300 per hour. Fees are negotiable and may vary among clients.
Areas of Practice
Advisor Information
Office location
66 Hudson Blvd E, Fl 24, Ste 2434, New York, NY, 10001
Get directionsRegulatory History
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