Flat / fixed fees in Jericho, NY

4 advisers in Jericho 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

Bloomschon Cpas LLC375 N. Broadway Ste 320 · Jericho, NY 11753 · (516) 626-3992 · Financial planningCRD 317803 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reported First Long Island Investors, LLCOne Jericho Plaza, Suite 201 · Jericho, NY 11753 · (516) 935-1200 · Flat / fixed feesCRD 167212 · % of assets, Fixed fees, Performance-based fees · $1.9 billion AUMSEC registeredNo commissions reported Merkkuri Wealth Advisors LLC333 Jericho Turnpike, Suite 211 · Jericho, NY 11753 · (516) 268-3446 · Financial planningCRD 330164 · % of assets, Fixed fees · $204.1 million AUMSEC registeredNo commissions reported Opal Wealth Advisors, LLC2 Jericho Plaza, Suite 208 · Jericho, NY 11753 · (516) 388-7980 · Financial planningCRD 289759 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported