Fee-OnlyFinder

% of assets managed in Brooklyn, NY

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

All 23

Aqs Management, LLC630 Grand Avenue, Suite 404 · Brooklyn, NY 11238 · (412) 901-7503 · % of assets managedCRD 317432 · % of assets · $24.7 million AUMState registeredNo commissions reportedBoerum Hill Financial Advisors LLC236 Livingston St, Suite 15g · Brooklyn, NY 11201 · (516) 695-1610 · Financial planningCRD 288987 · % of assets, Hourly charges, Fixed fees · $46.4 million AUMSEC registeredNo commissions reportedBrewster Financial Planning LLC641 President Street, Suite 106 · Brooklyn, NY 11215 · (646) 249-9880 · Financial planningCRD 125291 · % of assets, Hourly charges, Fixed fees · $239.7 million AUMSEC registeredNo commissions reportedBrooklyn Fi, LLC33 Nassau Ave · Brooklyn, NY 11222 · (332) 296-1660 · Financial planningCRD 292115 · % of assets, Hourly charges, Fixed fees · $563.1 million AUMSEC registeredNo commissions reportedCarry Advisors LLC10 Grand Street, Ste 1800 · Brooklyn, NY 11249 · (201) 472-0612 · Flat / fixed feesCRD 323620 · % of assets, Fixed fees · $180.9 million AUMSEC registeredNo commissions reportedCsd Financial LLC65 South 11th St., Suite 15 · Brooklyn, NY 11249 · (718) 858-2233 · Financial planningCRD 310948 · % of assets, Hourly charges, Fixed fees · $28.8 million AUMState registeredNo commissions reportedEquinum, LLC3611 14th Avenue, Suite 221 · Brooklyn, NY 11218 · (718) 480-5600 · Financial planningCRD 304350 · % of assets · $566.0 million AUMSEC registeredNo commissions reportedEssex Advisory130 Dumont Av, Unit 1 · Brooklyn, NY 11212 · (201) 850-3364 · Financial planningCRD 312140 · % of assets, Hourly charges, Fixed fees · $9.3 million AUMState registeredNo commissions reportedFortune Advisory Services1219 E 89th St · Brooklyn, NY 11236 · (347) 206-3010 · Financial planningCRD 289517 · % of assets · $3.3 million AUMState registeredNo commissions reportedGramercy Private Wealth LLC172 Montague Street, Suite 17a · Brooklyn, NY 11201 · (917) 533-1942 · % of assets managedCRD 313943 · % of assets · $2.5 million AUMState registeredNo commissions reported
Kensington Wealth Management, LLC4910 13th Avenue · Brooklyn, NY 11219 · (718) 436-2111 · Financial planningCRD 334191 · % of assets, Hourly charges, Fixed fees · $4.5 million AUMState registeredNo commissions reportedLong Cast Advisers, LLC668 Vanderbilt St · Brooklyn, NY 11218 · (917) 697-4510 · % of assets managedCRD 175005 · % of assets, Performance-based fees · $12.1 million AUMState registeredNo commissions reportedMaridea Wealth Management25 Kent Avenue, Suite 401 · Brooklyn, NY 11249 · (347) 289-5227 · Financial planningCRD 325523 · % of assets, Hourly charges, Fixed fees · $958.7 million AUMSEC registeredNo commissions reportedMeta Investment Management Company LLC240 Kent Avenue, Suite K2-B40b · Brooklyn, NY 11249 · (646) 350-7400 · % of assets managedCRD 312540 · % of assets · $3.9 million AUMSEC registeredNo commissions reportedMinko Wealth1762 Cropsey Avenue · Brooklyn, NY 11228 · (718) 748-1700 · % of assets managedCRD 170886 · % of assets · $119.1 million AUMSEC registeredNo commissions reportedOak & Reed Capital Management, LLC122 Ashland Place, Apt 16j · Brooklyn, NY 11201 · (646) 926-2573 · Financial planningCRD 158867 · % of assets, Hourly charges, Fixed fees · $19.0 million AUMState registeredNo commissions reportedRow Management INC.1035 Brighton Beach Ave., Suite 6a · Brooklyn, NY 11235 · (917) 623-0903 · % of assets managedCRD 332345 · % of assets · $14.0 million AUMState registeredNo commissions reportedSchonfeld Wealth Management, LLC1063 63rd Street, 9th Floor, Suite 9400 · Brooklyn, NY 11219 · (718) 963-9700 · Financial planningCRD 342323 · % of assets, Hourly charges · $132.9 million AUMSEC registeredNo commissions reportedTaher Financial Planning147 Prince St · Brooklyn, NY 11201 · (646) 883-2505 · Financial planningCRD 288081 · % of assets, Hourly charges, Fixed fees · $162,432 AUMState registeredNo commissions reportedUniverse, INC.1688 East 16th Street, Suite 6 · Brooklyn, NY 11229 · (718) 375-7631 · Hourly feesCRD 130730 · % of assets, Hourly charges · $28.2 million AUMState registeredNo commissions reportedWalnut Investment Services LLC1018 8th Avenue · Brooklyn, NY 11215 · (718) 788-1972 · Financial planningCRD 113666 · % of assets, Hourly charges · $94.0 million AUMSEC registeredNo commissions reportedWealthie Advisors195 Broadway, 4th Floor, Suite 442 · Brooklyn, NY 11211 · (718) 550-1401 · % of assets managedCRD 340058 · % of assets · $27,322 AUMSEC registeredNo commissions reportedYearwood Young Advisors195 Montague Street, 14th Floor · Brooklyn, NY 11201 · (347) 338-0278 · Financial planningCRD 307719 · % of assets, Hourly charges, Fixed fees · $87.1 million AUMSEC registeredNo commissions reported