Andrew Leahy is a registered investment advisor at Ascend Interplay, LLC, based in New York, NY, with 3 years of industry experience. Andrew 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.65% |
| $100.0M - $250.0M | 0.55% |
| $250M+ | 0.50% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
363 Lafayette Street, 4th Floor, New York, NY, 10012
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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
Ascend Interplay, LLC
State Registrations2 states
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