Erin Foley is a registered investment advisor at O'shaughnessy Asset Management, LLC, based in Stamford, CT, with 17 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,156 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OSAM's fees are based on a percentage of the assets they manage. The fees vary depending on the specific investment strategy. For the Canvas Managed Options Strategies, the annual management fee is:
- First $0 to $25 million: 0.45%
- $25,000,001 - $50,000,000: 0.35%
- $50,000,001 - $75,000,000: 0.25%
- $75,000,001 +: 0.20%
Location
100 First Stamford Place, Stamford, CT, 06902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Erin is a passive investor in a start-up company, Ellison Eyewear, with purely financial involvement and no managerial or operational responsibilities. She does not devote any time to this business during normal business hours.
Employment History
Current Registrations
O'shaughnessy Asset Management, LLC
State Registrations1 state
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