Overview

Headquarters
Melville, NY
Total Firm Assets
$140 million
Average High-Net-Worth Client Portfolio Size
$2.1 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: EXCOMP ADV PART 2A 2025 (2026-10-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $2,000,000 0.80%
$2,000,001 and above 0.60%

Fixed Annual Fee: $200 (in addition to the asset-based fees above)

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,200 1.02%
$5 million $36,200 0.72%
$10 million $66,200 0.66%
$50 million $306,200 0.61%
$100 million $606,200 0.61%

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
54.52%
Number of High-Net-Worth Clients
36
Total Client Accounts
146
Discretionary Accounts
146

Services Offered

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

Regulatory Filings

SEC CRD Number
110434

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

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