Third Eye Associates, Ltd
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
220
26% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
110
Average account size
$0
Client services
Fee options
Fixed retainer fees for financial planning: e.g., $2,500+ Maintenance annual rate, $4,500+ Standard six-month rate, $5,000+ Couples six-month rate, $6,000+ Business Owners six-month rate, $7,000+ Transition Planning annual rate.
$0 - $250,000: 1.20% $250,000 - $500,000: 1.05% $500,000 - $1,000,000: 0.85% $1,000,000 - $2,000,000: 0.65% $2,000,000+: 0.50%
$275 per hour with a minimum fee of $825.
Account minimum: No minimum stated for TEA financial planning services; Third-party Managers may impose minimums as per their disclosures (not specified here). Minimum fee: Minimum fee for hourly financial planning service is $825. Fee-only: Fixed retainer fees ranging from $2,500+ annually to $7,000+ annually for financial planning; hourly fee at $275/hour.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Third Eye Associates, Ltd
Red Hook NY, United States
Number of offices
1
Forms ADV
Quick links
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