Frequently Asked Questions
Who are you?
We are a team of seasoned wealth management professionals located in Saratoga Springs, NY.
Do you have any minimums?
Services and fees are appropriate for those with $500k of investable assets per household.
How do you get paid?
We charge a percentage of assets under our management with breakpoints at certain levels.
The tiered fee schedule is below:
Assets Under Management |
Annual Rate |
| Up to $2,000,0000 | 1.00% |
$2,000,001 to $3,000,000 |
0.90% |
$3,000,001 to $5,000,000 |
0.80% |
$5,000,001 to $7,500,000 |
0.70% |
$7,500,001 and over |
0.60% |
Are you a fiduciary?
Yes! Being a fiduciary means we are obligated to always act in our clients' best interests.