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?
$250k is best suited for our portfolio management process.
Does it cost anything for an introductory meeting?
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
|Up to $1,000,0000|
$1,000,001 to $1,500,000
$1,500,001 to $2,500,000
$2,500,001 to $3,500,000
$3,500,001 to $5,000,000
$5,000,001 and over
Are you a fiduciary?
Yes! Being a fiduciary means we are obligated to always act in our clients' best interests.