Platform Technology Partners
Assets Under Management
$1.1B
Number of Clients
771
Number of Advisors
9
Average Client AUM
$1.4M
AUM per Advisor
$121.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Platform Technology Partners offers investment supervisory and advisory services, as well as financial consultation services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm manages portfolios of publicly traded securities and may recommend investments in privately held entities. IARs may conduct advisory services under a trade name.
Fee Structure
Platform Technology Partners generally charges an annual fee based upon a percentage of the average daily value of the assets being managed. The total annual management fee is the sum of the program fee, advisory fee, and administration fee(s), and may not exceed 3.00%. They request a minimum portfolio size of $100,000 per relationship, which may be waived at their sole discretion. Financial consultation services are billed on a flat-fee or hourly basis, with hourly fees ranging from $100 to $300 per hour.
Areas of Practice
Location
475 Fifth Ave, Suite 1501, New York, NY, 10017