Overview

Headquarters
Orchard, NY
Total Firm Assets
$186 million
Average High-Net-Worth Client Portfolio Size
$2.9 million

Fee Disclosure

Source: 2026 WP FORM ADV PART 2A AMENDED FINAL 2026-07-22 (2026-07-22) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 1.50%

Stated Minimum Annual Fee: $2,500

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $75,000 1.50%
$10 million $150,000 1.50%
$50 million $750,000 1.50%
$100 million $1,500,000 1.50%

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
69.34%
Number of High-Net-Worth Clients
44
Total Client Accounts
302
Discretionary Accounts
295
Non-Discretionary Accounts
7

Services Offered

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

Regulatory Filings

SEC CRD Number
282100
  • 2026 WP FORM ADV PART 2A AMENDED FINAL 2026-07-22 (2026-07-22) (fee schedule source) · View brochure text

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

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