Overview
- Headquarters
- New York, NY
Fee Disclosure
Source: ADV PART 2A (2026-04-27)
· View brochure text
Latest filing: ADV PART 2A (2026-08-19)
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Latest filing: ADV PART 2B (2026-08-19)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.90% |
| $2,000,001 | $3,000,000 | 0.80% |
| $3,000,001 | $4,000,000 | 0.70% |
| $4,000,001 | $5,000,000 | 0.60% |
| $5,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $40,000 | 0.80% |
| $10 million | $65,000 | 0.65% |
| $50 million | $265,000 | 0.53% |
| $100 million | $515,000 | 0.52% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
Services Offered
Services: Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 133936
- ADV PART 2A (2026-08-19) · View brochure text
- ADV PART 2B (2026-08-19) · View brochure text
- ADV PART 2A (2026-04-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗