Overview
- Headquarters
- Dewitt, NY
- Total Firm Assets
- $183 million
- Average High-Net-Worth Client Portfolio Size
- $2.2 million
- Stated Minimum Account Size
- $100,000
Fee Disclosure
Source: FORM ADV PART 2A (2026-10-01) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.75% |
| $2,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,250 | 1.12% |
| $5 million | $33,750 | 0.68% |
| $10 million | $58,750 | 0.59% |
| $50 million | $258,750 | 0.52% |
| $100 million | $508,750 | 0.51% |
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
- 76.20%
- Number of High-Net-Worth Clients
- 62
- Total Client Accounts
- 453
- Discretionary Accounts
- 453
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 341031
- FORM ADV PART 2A (2026-10-01) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗