Flat / fixed fees in New York City, NY

3 advisers in New York City 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 3

J. Safra Asset Management Corporation546 Fifth Avenue · New York City, NY 10036 · (212) 704-5553 · Financial planningCRD 131243 · % of assets, Fixed fees, Other · $6.3 billion AUMSEC registeredNo commissions reported Seaport Asset Management, LLC60 Broad Street · New York City, NY 10004 · (212) 847-2458 · Flat / fixed feesCRD 161157 · % of assets, Fixed feesState registeredNo commissions reported Vise Ai Advisors521 Broadway, 3rd Floor · New York City, NY 10012 · (201) 375-3969 · Flat / fixed feesCRD 301761 · % of assets, Fixed fees · $8.5 billion AUMSEC registeredNo commissions reported