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Practice Management > Building Your Business

Charles Massimo

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CJM Fiscal Management

400 Garden City Plaza, Suite 507

Garden City, New York 11530

Phone: 516-240-1741

Web site:

Year practice started: 2002

AUM: $90 million

Number of advisors in firm: 2

Number of clients: 55

Compensation: Fee-based (1.1% on first $1 million, sliding downward)

Client minimum: $1 million

Previous incarnations: VP of investments, Smith Barney; financial consultant, Merrill Lynch Private Client Group; senior representative, New York Life Insurance Company;

compliance officer, Shearson Lehman Brothers.

Education: degrees in business and psychology, Manhattanville College


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