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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
July 01, 2004 at 04:00 AM
Joe Votava
Nixon Peabody, LLC
P.O. Box 31051
Clinton Square
Rochester, New York 14603-1051
Law firm founded: Around 1870
Joined the firm: 1985
Advisory subsidiary founded: 2000
Number of planners/staff in advisory subsidiary: Six professionals split their time between the law firm and the advisory subsidiary
Number of clients of the advisory subsidiary: 150
Number of clients of his own: 40-50
Compensation method: Fee-only (50% hourly fees, 35% fixed annual retainers, 15% asset-management fees)
Average fee for a comprehensive plan: Ranges anywhere from $3,500 to $100,000. Plan is not a once-and-done document, but an ongoing process
Fee for managing assets: 0.75% to 1.5%
Hourly rate: $300 to $500
Client demographics: 60% corporate executives and 40% high-net-worth families. Net worths range from $5 million to $100 million
Education: B.B.A. from Siena College (New York); J.D. from University of Dayton School of Law
Previous incarnations: Accountant with Coopers & Lybrand
Professional designations: CPA/PFS, CFP
Outside interests: Volunteering for the FPA and the National Endowment for Financial Education (NEFE), playing basketball, playing golf, spending time with family
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