Fiduciary advisors in Manhasset, NY
3 registered advisers
3 fiduciary firms. 2 fee-only. That is Manhasset's current SEC-registered advisory count.
HALO INVESTMENT SERVICES, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$33M
Minimum--
Clients3
LOWELL ROAD ASSET MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$50M
Minimum--
Clients120
QUAN VEST CONSULTANTS INC
Fee-Only, No ConflictsTypical Fee--
AUM--
Minimum--
Clients--