Overview
- Headquarters
- New York, NY
- Total Firm Assets
- $224 million
- Average High-Net-Worth Client Portfolio Size
- $11.1 million
- Stated Minimum Account Size
- $5,000,000
Fee Disclosure
Source: IADVISE_FORM ADV_BROCHURE AND SUPPLEMENT (2026-04-17) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $10,000,000 | 1.25% |
| $10,000,001 | $25,000,000 | 1.00% |
| $25,000,001 | $50,000,000 | 0.85% |
| $50,000,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $62,500 | 1.25% |
| $10 million | $125,000 | 1.25% |
| $50 million | $487,500 | 0.98% |
| $100 million | $862,500 | 0.86% |
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
- 99.15%
- Number of High-Net-Worth Clients
- 20
- Total Client Accounts
- 37
- Discretionary Accounts
- 32
- Non-Discretionary Accounts
- 5
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 168564
- IADVISE_FORM ADV_BROCHURE AND SUPPLEMENT (2026-04-17) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗