Overview

Headquarters
New York, NY
Total Firm Assets
$130 million
Average High-Net-Worth Client Portfolio Size
$1.0 million
Stated Minimum Account Size
$50,000

Fee Disclosure

Source: R F LAFFERTY ADV PART 2A- REVISED AUGUST 12TH 2026 (2026-08-12) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 2.75%
$250,001 $500,000 2.50%
$500,001 $750,000 2.25%
$750,001 $1,000,000 2.00%
$1,000,001 $2,500,000 1.50%
$2,500,001 $5,000,000 1.25%
$5,000,001 $10,000,000 Negotiable
$10,000,001 and above Negotiable

Stated Minimum Annual Fee: $100

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $23,750 2.38%
$5 million $77,500 1.55%
$10 million Negotiable Negotiable
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

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
100.00%
Number of High-Net-Worth Clients
125
Total Client Accounts
185
Discretionary Accounts
125
Non-Discretionary Accounts
60

Services Offered

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

Regulatory Filings

SEC CRD Number
2498
  • R F LAFFERTY ADV PART 2A- REVISED AUGUST 12TH 2026 (2026-08-12) (fee schedule source) · View brochure text

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

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