| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee is negotiable at the sole discretion of the firm.
5582 West Henrietta Road, West Henrietta, NY, 14586
Get directionsNo 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 →