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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
$2,000,001 to $3,000,000
$3,000,001 to $5,000,000
$5,000,001 to $7,500,000
$7,500,001 and over
Are you a fiduciary?

Yes! Being a fiduciary means we are obligated to always act in our clients' best interests.