| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
900 Jefferson Road Suite 301, Rochester, NY, 14623
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Julian owns Progressive Marketing Services, Inc., which markets insurance products, and sells insurance and fixed annuity products. He is also an Investment Advisor Representative and owner of FSP Advisors, Inc., owns 30% of JDJ Partners LLC (a family LLC with rental property), and is a board member of the Henrietta Chamber of Commerce.