Salo Aizenberg is a registered investment advisor at Downtown Investment Advisory, based in West Harrison, NY, with 4 years of industry experience. Salo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 59 clients with $130M 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 $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees are for clients that are not charitable organizations. DIA charges a Fee of 0.90% per annum of client assets under management, for clients that are charitable organizations. Accounts of this type over $2,000,000 are charged a 0.80% per annum Fee. Fees are generally negotiable.
Fee Estimator
Location
West Harrison, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Downtown Investment Advisory
State Registrations1 state
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