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Draper Asset Management, Llc
Smithtown, New York
5.0
2 Reviews
Draper Asset Management, LLC is a reputable investment advisory firm located in Smithtown, New York. As a small firm with one office, they are dedicated to providing personalized service to their extensive client base of over 520 individuals. The firm manages a substantial $119,855,000 in assets under management.
With a focus on employer 401Ks and individual accounts, approximately half of Draper Asset Management's assets are derived from these sources. Their experience in managing these types of accounts is highly regarded within the industry, demonstrating their expertise and ability to navigate this space effectively.
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Assets Under Mgmt
$119.85M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
- Performance-based fees
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other: INVESTMENT CONSULTING
Reviews for Draper Asset Management, Llc
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