Overview

Headquarters
New York, NY
Total Firm Assets
$243 million
Average High-Net-Worth Client Portfolio Size
$3.9 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: BLUE SPARK ADV (2026-03-09) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.25%
$1,000,001 $2,000,000 0.95%
$2,000,001 $5,000,000 0.89%
$5,000,001 $10,000,000 0.75%
$10,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $48,700 0.97%
$10 million $86,200 0.86%
$50 million $286,200 0.57%
$100 million $536,200 0.54%

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
86.09%
Number of High-Net-Worth Clients
53
Total Client Accounts
316
Discretionary Accounts
316

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
159025

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

Frequently Asked Questions