| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Clients are charged a minimum Asset Management fee of $2,500 per quarter ($10,000 annually ).
166 Columbus Ave, New York, NY, 10023
Get directionsNo 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.
Learn about disclosures →Drew is the owner of Soaring Student, LLC, providing tutoring and consultation services since 2015. Drew also provides wellness and dating advice, particularly to men struggling with divorce, dedicating minimal time to these activities.