Thomas Cefalu is a registered investment advisor at Downtown Wealth Studios, LLC, based in New York, NY. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 41 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Downtown Wealth Studios' wealth management fees are based on the value of your portfolio and are paid monthly, in advance. Fees are negotiated with each client and generally do not exceed 2.0% per year, unless significant additional work is required.
Location
32 Mercer Street, New York, NY, 10013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Downtown Wealth Studios, LLC
State Registrations6 states
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