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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?

$250k is best suited for our portfolio management process.

Does it cost anything for an introductory meeting?

Nope!

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.