Dylan Klein is a CFA-designated registered investment advisor at First Long Island Investors, LLC, based in Jericho, NY, with 2 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 542 clients with $1.7B 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.20% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Schedule shown is for Core accounts. Advisory fees for core accounts are negotiable for clients with FLII relationships in excess of $30 million. For Dividend Growth accounts: First $5 million: 1.0%, Next $5 million: 0.85%, Next $15 million: 0.75%. Advisory fees for Dividend Growth accounts totaling more than $25 million are negotiable. For Fixed Income accounts, fees are 0.4% annually (0.3% for amounts in excess of $2.5 million, and negotiable for clients with FLII relationships in excess of $50 million). For accounts managed with low-basis legacy positions, fees are generally 1.0% annually or such lower fees as FLII may negotiate in its discretion on a case-by-case basis.
Fee Estimator
Location
One Jericho Plaza, Suite 201, Jericho, NY, 11753-1673
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
First Long Island Investors, LLC
State Registrations1 state
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