Assets Under Management
$584.8M
Number of Clients
43
Number of Advisors
14
Average Client AUM
$13.6M
AUM per Advisor
$41.8M
Compensation
Fee-Only (AUM)
SOA Premier Assets manages discretionary investment advisory accounts through the SOA Premier Assets Program using model investment portfolios and client-requested modifications. Clients open brokerage accounts at David Lerner Associates (DLA), an affiliate. RBC Correspondent Services provides clearing, custody, and execution services. The minimum account size is $25,000, with strategy minimums of $25,000, $50,000, or $75,000.
477 Jericho Turnpike, Syosset, NY, 11791-9006