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Miho Common

6 Years of Experience
New York, NY

Miho Common is a registered investment advisor at Ascend Interplay, LLC, based in New York, NY, with 6 years of industry experience. Miho operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 16 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
16 clients
Average Client Portfolio
$15.8M average
Assets Under Management
$253.5M

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M1.00%
$25.0M - $50.0M0.70%
$50.0M - $100.0M0.65%
$100.0M - $250.0M0.55%
$250M+0.50%

Fee is negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

363 Lafayette Street, 4th Floor, New York, NY, 10012

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History

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.

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Employment History
Current Registrations
Ascend Interplay, LLC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
RBC Capital Markets, LLCBroker
September 2019 - January 2023 · 3 yrs 4 mos
State Registrations2 states
NYTX
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.
Miho Common - Financial Advisor | TrueAdvisor