Overview

Headquarters
New York, NY
Total Firm Assets
$94 million
Average High-Net-Worth Client Portfolio Size
$2.9 million

Fee Disclosure

Source: 26-03-30 LSF ADV PART 2A & 2B (2026-04-01) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $5,000,000 0.75%
$5,000,001 and above 0.60%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $40,000 0.80%
$10 million $70,000 0.70%
$50 million $310,000 0.62%
$100 million $610,000 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
88.80%
Number of High-Net-Worth Clients
29
Total Client Accounts
169
Discretionary Accounts
169

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
147076

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

Frequently Asked Questions