The firm charges a base fee negotiated with each client, typically varying from 0.15% to 1.00% of assets under management or advisement, depending on factors like asset size, complexity of services, and time requirements. Minimum annual fees tend to start at $25,000. Ad-hoc or project-based consultations are billed hourly, ranging from $150 to $500 per hour.
580 White Plains Road, Suite 610, Tarrytown, NY, 10591
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