CFP
CFP
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
146 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$232.0M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $6.0M | 0.50% |
| $6M+ | 0.40% |
Capital Financial Advisors of New York may aggregate client non-household family member accounts for fee schedule purposes. CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC may waive management fees for immediate family members.
Fee Estimator
Your Portfolio Value
$2M
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Sciandra Julianne
Location
10 Maxwell Drive, Suite 104B, Clifton Park, NY, 12065
Get directionsHistory
Regulatory History
Clean regulatory record
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
Capital Financial Advisors of New York, LLC
August 2021 - Present · 4 yrs 7 mos
State Registrations3 states
CAFLNY
Advisor
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
No exam information available for this advisor.
Contact
Sciandra Julianne