Bridget Horan is a registered investment advisor at Shade Tree Advisors LLC, based in Saratoga Springs, NY, with 16 years of industry experience. Bridget operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Tax Planning. Their firm serves 32 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shade Tree Advisors offers portfolio management services. The fee ranges from 0.10% to 1.00% annually, based on the value of your portfolio. The fee is billed quarterly, in arrears. The firm may combine account values of family members to determine the applicable advisory fee. They also offer a non-discretionary Chief Investment Officer service with fees ranging from 0.10% to 1.00%.
Location
19 Railroad Place, Suite 301, Saratoga Springs, NY, 12866
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Shade Tree Advisors LLC
Previous Registrations
UBS Securities LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.