Capital Financial Advisors of New York, LLC
Assets Under Management
$232.0M
Number of Clients
146
Number of Advisors
2
Avg. Portfolio per Client
$1.6M
Avg. Managed per Advisor
$116.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Capital Financial Advisors of New York provides personalized financial planning and investment management. They offer advice on financial objectives, cash flow, tax planning, insurance, education funding, retirement, and estate planning. They are a fee-only firm and do not sell commissioned products or accept commissions. They manage investments through a limited power of attorney, with clients maintaining asset control.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $6.0M | 0.50% |
| $6M+ | 0.40% |
Capital Financial Advisors of New York may aggregate client non-household family member accounts for fee schedule purposes. CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC may waive management fees for immediate family members.
Fee Estimator
Areas of Practice
Location
10 Maxwell Drive, Suite 104B, Clifton Park, NY, 12065
