Aimee Adler is a CFP-designated registered investment advisor at Shufro, Rose & CO., LLC, based in New York, NY, with 5 years of industry experience. Aimee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 1,338 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shufro Rose & Co. charges an annual investment advisory fee based on the value of your portfolio, paid quarterly. The fee generally ranges from 0.65% to 1.50% per year. The firm may, at its discretion, waive or reduce fees for specific accounts. Fees are deducted from your account, and the charge is shown on your monthly statement.
Location
600 Lexington Avenue, 15th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Shufro, Rose & CO., LLC
Previous Registrations
Cerity Partners LLC
Round Table Wealth Management
Payne Capital Management, LLC
State Registrations1 state
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