John Davi is a registered investment advisor at Astoria Portfolio Advisors LLC, based in New York, NY, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,089 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Astoria Portfolio Advisors' fees are based on the scope of work and are generally charged as a percentage of assets under management, typically ranging from 0.15% to 0.35% annually. For clients without an RIA intermediary, fees range from 0.20% to 1.25%. Astoria also offers fixed dollar amount fees. There is a minimum fee per account of around $1,500 per year, which may be waived in certain instances. Fees are generally paid monthly or quarterly.
Location
500 7th Avenue, 9th Floor, New York, NY, 10018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a sole proprietor/owner/partner in a pending business since 2017. He spends about 10-20% of his time on this activity after business hours.
Employment History
Current Registrations
Astoria Portfolio Advisors LLC
Previous Registrations
Morgan Stanley & CO. LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
The Dreyfus Service CorporationBroker
State Registrations2 states
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