Overview
- Headquarters
- Rochester, NY
- Total Firm Assets
- $254 million
- Average High-Net-Worth Client Portfolio Size
- $17.1 million
Fee Disclosure
Source: BROCHURE 2025 (2025-03-31)
· View brochure text
Latest filing: BROCHURE 2026 (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.60% |
| $1,000,001 | $5,000,000 | 0.50% |
| $5,000,001 | $10,000,000 | 0.40% |
| $10,000,001 | and above | 0.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $6,000 | 0.60% |
| $5 million | $26,000 | 0.52% |
| $10 million | $46,000 | 0.46% |
| $50 million | $166,000 | 0.33% |
| $100 million | $316,000 | 0.32% |
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
- 81.05%
- Number of High-Net-Worth Clients
- 12
- Total Client Accounts
- 99
- Discretionary Accounts
- 99
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 122620
- BROCHURE 2026 (2026-03-30) · View brochure text
- BROCHURE 2025 (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗