Overview

Headquarters
Pittsford, NY
Total Firm Assets
$1.1 billion
Average High-Net-Worth Client Portfolio Size
$3.2 million

Fee Disclosure

Source: ACM ADV PART 2 2026-07 (2026-07-16) · View brochure text

MinMaxDisclosed Annual Rate
$0 $3,000,000 0.60%
$3,000,001 and above 0.40%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $6,000 0.60%
$5 million $26,000 0.52%
$10 million $46,000 0.46%
$50 million $206,000 0.41%
$100 million $406,000 0.41%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
77.56%
Number of High-Net-Worth Clients
257
Total Client Accounts
524
Discretionary Accounts
495
Non-Discretionary Accounts
29

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
151590

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions