Priscilla Jones is a CFP-designated registered investment advisor at Occam Capital Management, LLC, based in Pittsford, NY, with 12 years of industry experience. Priscilla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 95 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
This fee schedule is for equity and balanced accounts. The annual fee schedule for fixed income accounts is: 0.60% of the first $1,000,000 and 0.50% in excess of $1,000,000. Fees are negotiable.
Fee Estimator
Location
1303 Marsh Road, Suite 4, Pittsford, NY, 14534
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Occam Capital Management, LLC
Previous Registrations
Occam Capital Management, LLC
State Registrations1 state
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