Adam Mizrahi is a CFA-designated registered investment advisor at First Manhattan CO. LLC, based in New York, NY, with 1 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,294 clients with $38B 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 $3.0M | 1.20% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $30.0M | 0.80% |
| $30.0M - $40.0M | 0.70% |
| $40M+ | 0.60% |
Rates shown are for active equity accounts with breakpoints. Fixed income, passive equity/fixed income, and non-discretionary accounts have separate, lower fee schedules. Rates may be negotiated for portfolios exceeding $70 million.
Fee Estimator
Location
399 Park Avenue, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
First Manhattan CO. LLC
Previous Registrations
Berenberg Capital Markets LLCBroker
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.
Exams
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