Overview

Headquarters
Pittsford, NY
Total Firm Assets
$226 million
Average High-Net-Worth Client Portfolio Size
$2.8 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: FORM ADV PART 2A & PART 2B (2026-04-14) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.50%
$500,001 $1,000,000 1.00%
$1,000,001 $5,000,000 0.80%
$5,000,001 $15,000,000 0.70%
$15,000,001 $25,000,000 0.60%
$25,000,001 and above 0.50%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $44,500 0.89%
$10 million $79,500 0.80%
$50 million $299,500 0.60%
$100 million $549,500 0.55%

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
85.73%
Number of High-Net-Worth Clients
69
Total Client Accounts
450
Discretionary Accounts
373
Non-Discretionary Accounts
77

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
125580

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

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