Overview
- Headquarters
- Port Washington, NY
- Total Firm Assets
- $218 million
- Average High-Net-Worth Client Portfolio Size
- $3.0 million
Fee Disclosure
Source: FORM ADV PART 2 (2026-06-17) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.70% |
Stated Minimum Annual Fee: $3,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $7,000 | 0.70% |
| $5 million | $35,000 | 0.70% |
| $10 million | $70,000 | 0.70% |
| $50 million | $350,000 | 0.70% |
| $100 million | $700,000 | 0.70% |
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
- 91.05%
- Number of High-Net-Worth Clients
- 67
- Total Client Accounts
- 391
- Discretionary Accounts
- 391
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 283228
- FORM ADV PART 2 (2026-06-17) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗