| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are subject to negotiation depending on client relationships, size, and servicing requirements.
200 Madison Ave, New York, NY, 10016-3903
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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 →Sheila is a board member of 51 Fifth Avenue Owners Corp Coop, interacting with the management firm regarding employee matters, repairs, and maintenance. This takes a few hours per week and occurs outside of trading hours.