Fee-OnlyFinder

% of assets managed in Saratoga Springs, NY

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

All 14

Congress Park Capital LLC57 Phila Street · Saratoga Springs, NY 12866 · (518) 339-4335 · Flat / fixed feesCRD 150309 · % of assets, Fixed fees · $422.3 million AUMSEC registeredNo commissions reportedContinuum Wealth Advisors, LLC18 Division St., Suite 207b · Saratoga Springs, NY 12866 · (518) 583-4050 · Financial planningCRD 152895 · % of assets, Fixed fees · $345.6 million AUMSEC registeredNo commissions reportedCrescent Hill Partners LLC40 Long Alley · Saratoga Springs, NY 12866 · (866) 744-3705 · Financial planningCRD 166276 · % of assets, Fixed fees · $298.8 million AUMSEC registeredNo commissions reportedKing Wealth Management Group, LLC270 West Circular Street, Suite 1 · Saratoga Springs, NY 12866 · (518) 306-5640 · Financial planningCRD 159550 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedMcNeill Capital, LLC125 High Rock Avenue, Suite 202 · Saratoga Springs, NY 12866 · (518) 364-7899 · Financial planningCRD 154517 · % of assets, Hourly charges, Fixed fees · $40.6 million AUMSEC registeredNo commissions reportedMinichmacgregor Wealth Management, LLC21 Congress Street, Suite 203 · Saratoga Springs, NY 12866 · (518) 499-4565 · Financial planningCRD 151237 · % of assets, Fixed fees · $722.9 million AUMSEC registeredNo commissions reportedNye Street Partners LLC18 Division St, Unit 301 · Saratoga Springs, NY 12866 · (518) 246-6970 · Financial planningCRD 316056 · % of assets, Fixed fees · $10.0 million AUMState registeredNo commissions reportedPeak Wealth Management125 High Rock Avenue, Suite 207a · Saratoga Springs, NY 12866 · (518) 363-7998 · Financial planningCRD 332411 · % of assets, Hourly charges, Fixed fees · $39.0 million AUMSEC registeredNo commissions reportedQuartz Partners Investment Management85 Railroad Place, Suite 101a · Saratoga Springs, NY 12866 · (800) 433-0422 · Financial planningCRD 174327 · % of assets, Fixed fees · $611.9 million AUMSEC registeredNo commissions reportedSage Hill Advisory and Management LLC55 Railroad Place, Suite 201 · Saratoga Springs, NY 12866 · (518) 763-6338 · Financial planningCRD 149365 · % of assets, Hourly charges, Fixed fees · $73.3 million AUMSEC registeredNo commissions reported
Shade Tree Advisors LLC19 Railroad Place, Suite 301 · Saratoga Springs, NY 12866 · (518) 290-9460 · Financial planningCRD 289905 · % of assets, Fixed fees, Performance-based fees · $1.5 billion AUMSEC registeredNo commissions reportedSterling Manor Financial, LLC18 Division Street, Suite 202 · Saratoga Springs, NY 12866 · (518) 583-4040 · Financial planningCRD 284218 · % of assets, Hourly charges, Fixed fees · $201.0 million AUMSEC registeredNo commissions reportedTailored Wealth Solutions110 Henry St. · Saratoga Springs, NY 12866 · (518) 583-4800 · Financial planningCRD 340266 · % of assets, Hourly charges, Subscription fees · $271.8 million AUMSEC registeredNo commissions reportedWpm Wealth Advisors LLC63 Putnam Street, Suite 202 · Saratoga Springs, NY 12866 · (518) 369-5232 · Financial planningCRD 316722 · % of assets · $72.4 million AUMSEC registeredNo commissions reported