Fee-OnlyFinder

% of assets managed in Albany, NY

15 advisers in Albany offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 15

Albanyadvisor Group LLC20 Corporate Woods Blvd.., Suite 400 · Albany, NY 12211 · (518) 689-3577 · Financial planningCRD 316226 · % of assets, Fixed fees · $302.8 million AUMSEC registeredNo commissions reportedAllsquare Wealth Management, LLC200 Great Oaks Blvd, Suite 219 · Albany, NY 12203 · (518) 456-8900 · Financial planningCRD 153591 · % of assets, Hourly charges, Fixed fees · $307.8 million AUMSEC registeredNo commissions reportedAmidon & Petersen Financials, LLC187 Wolf Rd., Suite 300 · Albany, NY 12207 · (518) 772-3684 · Financial planningCRD 143079 · % of assets, Hourly charges, Fixed fees · $39.1 million AUMSEC registeredNo commissions reportedArista Advisory Group, LLC255 Washington Avenue, Extension Suite 204 · Albany, NY 12205 · (518) 464-0319 · Financial planningCRD 285722 · % of assets, Hourly charges, Fixed fees · $143.7 million AUMSEC registeredNo commissions reportedBenjamin Securities, INC.421 New Karner Road, Suite 6 · Albany, NY 12205 · (516) 931-1090 · % of assets managedCRD 7754 · % of assets · $33.6 million AUMSEC registeredNo commissions reportedBlue Jean Financial LLC125 Wolf Road, Suite 509 · Albany, NY 12205 · (518) 631-5471 · Financial planningCRD 331138 · % of assets, Fixed fees · $133.3 million AUMSEC registeredNo commissions reportedBroadway Advisor Group368 Broadway, First Floor · Albany, NY 12207 · (518) 477-3626 · Financial planningCRD 324281 · % of assets, Hourly charges, Fixed fees · $214.9 million AUMSEC registeredNo commissions reportedCurran Wealth Management30 S. Pearl Street, 9th Floor · Albany, NY 12207 · (518) 391-4200 · Financial planningCRD 132136 · % of assets, Performance-based fees · $804.3 million AUMSEC registeredNo commissions reportedDuomo Capital418 Broadway, #6326 · Albany, NY 12207 · (714) 323-9892 · % of assets managedCRD 331703 · % of assets, Performance-based fees · $715,000 AUMState registeredNo commissions reportedEden Advisory Services, LLC187 Wolf Rd, Suite 300 · Albany, NY 12205 · (518) 203-8833 · Financial planningCRD 277083 · % of assets, Hourly charges, Fixed fees · $27.8 million AUMSEC registeredNo commissions reported
Independent Family Office, LLC677 Broadway, 7th Floor · Albany, NY 12207 · (518) 452-8050 · Financial planningCRD 144811 · % of assets, Fixed fees · $760.1 million AUMSEC registeredNo commissions reportedMia Lee Financial418 Broadway, Ste N · Albany, NY 12207 · (646) 727-0594 · % of assets managedCRD 332504 · % of assets · $270,000 AUMState registeredNo commissions reportedParadigm Capital Management, INC.Nine Elk Street · Albany, NY 12207 · (518) 431-3500 · % of assets managedCRD 107982 · % of assets, Performance-based fees · $2.4 billion AUMSEC registeredNo commissions reportedPks Advisory Services, LLC80 State Street · Albany, NY 12207 · (518) 426-5791 · Financial planningCRD 125648 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedThe Affinity Group, LLC4 Tower Place, First Floor · Albany, NY 12203 · (518) 776-1140 · Financial planningCRD 283819 · % of assets, Fixed fees, Other · $678,349 AUMState registeredNo commissions reported