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?
$100k is best suited for our portfolio management process.
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 $1,000,0000 | 1.00% |
$1,000,001 to $1,500,000 |
0.90% |
$1,500,001 to $2,500,000 |
0.70% |
$2,500,001 to $3,500,000 |
0.50% |
$3,500,001 to $5,000,000 |
0.35% |
$5,000,001 and over |
0.30% |
Are you a fiduciary?
Yes! Being a fiduciary means we are obligated to always act in our clients' best interests.