Fee-OnlyFinder

% of assets managed in Staten Island, NY

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

All 6

Chelsea Advisory Services, INC242 Main Street · Staten Island, NY 10307 · (718) 967-8400 · Financial planningCRD 150791 · % of assets, Hourly charges, Fixed fees · $147.4 million AUMSEC registeredNo commissions reportedLeo Wealth Management, LLC1110 South Avenue, Executive Suites · Staten Island, NY 10314 · (201) 951-6828 · % of assets managedCRD 337537 · % of assets · $37.3 million AUMSEC registeredNo commissions reportedPurevest1110 South Ave, Suite 85 · Staten Island, NY 10314 · (347) 466-4400 · Financial planningCRD 318332 · % of assets, Hourly charges, Fixed fees · $51.6 million AUMSEC registeredNo commissions reportedThe Hajdari Group, LLC1491 Richmond Road · Staten Island, NY 10304 · (212) 381-0050 · Financial planningCRD 289331 · % of assets, Hourly charges, Fixed fees · $133.0 million AUMSEC registeredNo commissions reportedVcp Financial LLC2535 Victory Boulevard · Staten Island, NY 10314 · (212) 328-7876 · Financial planningCRD 167901 · % of assets, Hourly charges · $142.6 million AUMSEC registeredNo commissions reportedWealthnest Capital INC.1336 Forest Avenue · Staten Island, NY 10302 · (929) 699-8020 · Financial planningCRD 281725 · % of assets, Fixed fees · $34.9 million AUMSEC registeredNo commissions reported