Overview
- Headquarters
- Medford, NY
- Total Firm Assets
- $382 million
- Average High-Net-Worth Client Portfolio Size
- $1.9 million
- Stated Minimum Account Size
- $50,000
Fee Disclosure
Source: PART 2A BROCHURE (2026-03-18) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.50% |
Stated Minimum Annual Fee: $2,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $25,000 | 2.50% |
| $5 million | $125,000 | 2.50% |
| $10 million | $250,000 | 2.50% |
| $50 million | $1,250,000 | 2.50% |
| $100 million | $2,500,000 | 2.50% |
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
- 27.20%
- Number of High-Net-Worth Clients
- 55
- Total Client Accounts
- 1,610
- Discretionary Accounts
- 1,214
- Non-Discretionary Accounts
- 396
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 106425
- PART 2A BROCHURE (2026-03-18) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗