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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $22.0M | 0.75% |
| $22M+ | 0.75% |
Fees are subject to negotiation.
Fee Estimator
You'll pay an annual fee based on the value of your account (see rates in table). For example, the first $250,000 is charged 1.5%. Fees are calculated quarterly, in advance. There is a minimum of $50,000 to start an advisory account. Fees are subject to negotiation. The firm may receive 12b-1 fees from certain load-waived mutual funds.
Areas of Practice
Advisor Information
Office location
5100 West Genesee Street, Camillus, NY, 13031
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.
Learn about disclosures →Other Business Activities
Jack is an associate at Moen & Thurston, providing tax, law, and other non-investment related services, primarily income tax preparation and administrative tasks, working about a quarter of his time. He is also a non-paid board member of the Notre Dame Club of Central New York/Syracuse.