R. F. Lafferty & Co., INC.
Assets Under Management
$153.0M
Number of Clients
183
Number of Advisors
16
Average Client AUM
$836K
AUM per Advisor
$9.6M
Compensation
Commission-BasedFee-Only (AUM)
About This Firm
R.F. Lafferty & Co., Inc. (RFL) offers managed account and financial planning services through the RFL Advisor Program. They work with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. RFL uses various methods of analysis and investment strategies based on the IA Rep's style and client objectives.
Fee Structure
RFL Advisor Program fees are calculated as an annualized percentage of assets under management on a sliding scale and are negotiable. There are three options available: a percentage of AUM, an hourly rate (minimum $200/hour invoiced quarterly), or a fixed fee (invoiced quarterly, semi-annually, or annually). Financial planning fees, if requested, range from $1,500 to $25,000 depending on complexity. The minimum advisory account size is $25,000.
Areas of Practice
Location
40 Wall Street, New York, NY, 10005