Overview
- Headquarters
- New York, NY
- Total Firm Assets
- $363 million
- Average High-Net-Worth Client Portfolio Size
- $7.8 million
Fee Disclosure
Source: WRAP BROCHURE (2026-03-27)
· View brochure text
Latest filing: ADV PART 2A (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.80% |
| $2,000,001 | $10,000,000 | 0.70% |
| $10,000,001 | $20,000,000 | 0.60% |
| $20,000,001 | $50,000,000 | 0.50% |
| $50,000,001 | $100,000,000 | 0.40% |
| $100,000,001 | $200,000,000 | 0.30% |
| $200,000,001 | and above | 0.20% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $39,000 | 0.78% |
| $10 million | $74,000 | 0.74% |
| $50 million | $284,000 | 0.57% |
| $100 million | $484,000 | 0.48% |
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
- 90.08%
- Number of High-Net-Worth Clients
- 42
- Total Client Accounts
- 309
- Discretionary Accounts
- 309
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 291796
- ADV PART 2A (2026-03-27) · View brochure text
- WRAP BROCHURE (2026-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗