Flat / fixed fees in Harrison, NY

4 advisers in Harrison offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 4

Bespoke Investment Group, LLC105 Calvert St., Suite 100 · Harrison, NY 10528 · (914) 315-1248 · Flat / fixed feesCRD 144080 · % of assets, Subscription fees · $101.3 million AUMSEC registeredNo commissions reported Greenlife Advisors, LLC500 Mamaroneck Avenue, Suite 320 · Harrison, NY 10528 · (914) 315-4755 · Financial planningCRD 296885 · % of assets, Hourly charges, Fixed fees · $19.8 million AUMState registeredNo commissions reported Next Level Private LLC500 Mamaroneck Avenue, Suite 501 · Harrison, NY 10528 · (914) 431-5255 · Financial planningCRD 313247 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported Sykon Capital LLC500 Mamaroneck Ave, Suite 435 · Harrison, NY 10528 · (914) 898-3694 · Financial planningCRD 326728 · % of assets, Hourly charges, Subscription fees · $350.1 million AUMSEC registeredNo commissions reported