Fiduciary advisors in Harrison, NY
8 registered advisers
Harrison, New York: 8 fiduciary advisors, 8 fee-only, all SEC-registered.
BESPOKE INVESTMENT GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$77M
Minimum--
Clients100
FRESHFORD CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$764M
Minimum--
Clients4
LIGHTEDWAY ADVISORY SERVICES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$115M
Minimum--
Clients269
MARINER INVESTMENT GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$119.8B
Minimum--
Clients45
NEXT LEVEL PRIVATE LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients2,235
SYKON ASSET MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
SYKON CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$330M
Minimum--
Clients707
WELCH CAPITAL PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$481M
Minimum--
Clients45