Assets Under Management
$13.3M
Number of Clients
91
Number of Advisors
2
Avg. Portfolio per Client
$146K
Avg. Managed per Advisor
$6.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
This document is not a Form ADV Part 2 brochure for an investment advisory firm. It is an acknowledgment form from Charles Schwab & Co., Inc. regarding their insurance policy for advisor services. By signing, the firm acknowledges receipt and review of Schwab's policy, agrees to maintain insurance consistent with Schwab's requirements, and will notify Schwab of any cancellation or lapse in coverage.
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
NY, United States