Honeoye Falls Capital offers wealth and investment management, financial planning and consulting, and family office services to ultra-high net worth individuals and family offices. The firm works with clients to determine their investment objectives and risk profile, then develops and executes a tailored investment plan based on their individual needs and goals.
Assets Under Management$30M
Clients7
AdvisorsN/A
Avg. per Client$4.3M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Honeoye Falls Capital charges a percentage of the value of your investments, ranging from 0.5% to 2.0% per year. The specific percentage is negotiable with each client.
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