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 | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.45% |
The minimum fee may be negotiable under certain circumstances. Certain pre-existing investment management services clients may be on a different fee schedule.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For financial planning, fees range from $2,500 to $50,000 as a fixed fee, or $300 per hour in limited circumstances. Specialized consulting services range from $30,000 to $100,000. A minimum annual fee of $15,000 applies to investment management services, but may be negotiable. Legacy clients may be on different fee schedules.
Areas of Practice
Advisor Information
Office location
400 Broadhollow Road, Suite 301, Melville, NY, 11747
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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