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New York Financial Advisors Costs & Prices - ProMatcher Cost Report

New York Financial Advisors Costs & Prices

New York, New York.  The New York Financial Advisors Cost Report is a concise report on everything you need to know about the cost of financial advisors in the New York area.

Average Financial Advisors Cost in New York


We have done a little research to find the average cost of financial advisors in New York. Here are the average costs and prices reported back to us:

Cost of Financial Planning in New York, New York

$212.50 fee only - hourly rate (Range: $175.00 - $250.00)
1.31% of assets under management (Range: 0.88% - 1.73%)
2.42% of investment purchased (Range: 1.00% - 3.83%)
Free Estimates from Local Pros

Cost of Financial Advisors - Stocks & Bonds in New York, New York

1.4% of assets under management (Range: 0.94% - 1.85%)
1.74% of investment purchased (Range: 1.00% - 2.48%)
Free Estimates from Local Pros

Cost of Financial Advisors - Asset Management in New York, New York

1.33% of assets under management (Range: 1.00% - 1.66%)
1.48% of investments purchased (Range: 1.00% - 1.95%)
Free Estimates from Local Pros

Cost of Retirement Planning & IRAs in New York, New York

1.36% of assets under management (Range: 0.92% - 1.80%)
1.45% of investments purchased (Range: 1.00% - 1.90%)
Free Estimates from Local Pros

Cost of Education Planning & 529 Plans in New York, New York

1.25% of assets under management (Range: 1.00% - 1.50%)
1% of investment purchased (Range: 1.00% - 1.00%)
Free Estimates from Local Pros

Cost of Business 401K & SEP Plans in New York, New York

1.45% of assets under management (Range: 1.00% - 1.90%)
1.45% of investments purchased (Range: 1.00% - 1.90%)
Free Estimates from Local Pros

Cost of 401k Plans in New York, New York

1.35% of assets under management (Range: 1.00% - 1.70%)
1.35% of investments purchased (Range: 1.00% - 1.70%)
Free Estimates from Local Pros

Cost of 401-k Rollover Assistance in New York, New York

1.29% of assets under management (Range: 1.00% - 1.58%)
1.35% of investments purchased (Range: 1.00% - 1.70%)
Free Estimates from Local Pros
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New York Financial Advisors Cost Data


Professionals in the New York area have provided information about how much financial advisors cost(s). Here are some of the individual reports:
10104, New York, New York - March 15, 2017

401k Plans

1.00 to 1.50 percent of assets under management
401(k) business is also a part of my annual fee. No additional charges for this service.

Reported by:
Dan Dolan, Morgan Stanley
10104, New York, New York - March 15, 2017

Education Planning & 529 Plans

1.00 to 1.50 percent of assets under management
Developing an education plan for your children falls under my annual fee. There's no additional charge for placing an education plan in place.

Reported by:
Dan Dolan, Morgan Stanley
10104, New York, New York - March 15, 2017

Retirement Planning & IRAs

1.00 to 1.50 percent of assets under management
Retirement plans are also covered under my one time annual fee.

Reported by:
Dan Dolan, Morgan Stanley
10104, New York, New York - March 15, 2017

Financial Planning

1.00 to 1.50 percent of assets under management
A financial plan is the cornerstone of my practice and is provided at no extra cost outside of the annual 1% - 1.5% annual fee based on assets under management.

Reported by:
Dan Dolan, Morgan Stanley
10104, New York, New York - March 15, 2017

Financial Advisors - Stocks & Bonds

1.00 to 1.50 percent of assets under management
The 1-1.5% annual management fee is all encompassing. I do not charge for individual services..instead I provide many services for one fee per year.

Reported by:
Dan Dolan, Morgan Stanley
10104, New York, New York - March 15, 2017

Financial Advisors - Asset Management

1.00 to 1.50 percent of assets under management
In order to be on the same side of the table as my client, I charge an annual fee based on the level of assets under management. The more the client makes the more I make so our interests are aligned. Retirement Planning, Financial Planning, 529's, stocks/ bond purchases are all covered under this fee.

Reported by:
Dan Dolan, Morgan Stanley
07932, Florham Park, New Jersey - June 9, 2016

Retirement Planning & IRAs

0.75 to 2.00 percent of assets under management
Our clients are charged a percentage they have with us under management. That percentage depends on the dollar amount of the household. This allows us to be on the same side of the table with our clients and as they grow, we grow.

Reported by:
Joseph Reilly, UBS Deegan Wealth Management
07932, Florham Park, New Jersey - June 9, 2016

Financial Planning

0.75 to 2.00 percent of assets under management
Our clients are charged a percentage they have with us under management. That percentage depends on the dollar amount of the household. This allows us to be on the same side of the table with our clients and as they grow, we grow.

Reported by:
Joseph Reilly, UBS Deegan Wealth Management
07932, Florham Park, New Jersey - June 9, 2016

Financial Advisors - Stocks & Bonds

0.75 to 2.00 percent of assets under management
Our clients are charged a percentage they have with us under management. That percentage depends on the dollar amount of the household. This allows us to be on the same side of the table with our clients and as they grow, we grow.

Reported by:
Joseph Reilly, UBS Deegan Wealth Management
10314, Staten Island, New York - December 8, 2015

Financial Advisors - Stocks & Bonds

1.00 to 5.00 percent of investment purchased
1.00 to 2.00 percent of assets under management
I use online trading sites like TD Ameritrade and Etrade. For other broker services the commission should range from 1% to 5% depending on the investment type and size.

Reported by:
Aaron Morris, ASM Global Ventures LLC
10314, Staten Island, New York - December 8, 2015

Financial Advisors - Asset Management

1.00 to 2.00 percent of investments purchased
1.00 to 2.00 percent of assets under management
A commission of 1% or 2% is standard for financial advisors who manage accounts of accredited investors who are investing in the millions.

Reported by:
Aaron Morris, ASM Global Ventures LLC
07701, Red Bank, New Jersey - November 11, 2014

Retirement Planning & IRAs

1.00 to 1.90 percent of investments purchased
1.00 to 1.90 percent of assets under management
.

Reported by:
Gabe Vitale, Merrill Lynch
07701, Red Bank, New Jersey - November 11, 2014

Financial Planning

1.00 to 1.90 percent of investment purchased
1.00 to 1.90 percent of assets under management
.

Reported by:
Gabe Vitale, Merrill Lynch
07701, Red Bank, New Jersey - November 11, 2014

Financial Advisors - Stocks & Bonds

1.00 to 1.90 percent of investment purchased
1.00 to 1.90 percent of assets under management
.

Reported by:
Gabe Vitale, Merrill Lynch
07701, Red Bank, New Jersey - November 11, 2014

Financial Advisors - Asset Management

1.00 to 1.90 percent of investments purchased
1.00 to 1.90 percent of assets under management
Different investments result in different fee structures.

Reported by:
Gabe Vitale, Merrill Lynch
07701, Red Bank, New Jersey - November 11, 2014

Business 401K & SEP Plans

1.00 to 1.90 percent of investments purchased
1.00 to 1.90 percent of assets under management
Individual strategies having different aspects.

Reported by:
Gabe Vitale, Merrill Lynch
07701, Red Bank, New Jersey - November 11, 2014

401k Plans

1.00 to 1.90 percent of investments purchased
1.00 to 1.90 percent of assets under management
Unique strategies and fees are implemented.

Reported by:
Gabe Vitale, Merrill Lynch
07701, Red Bank, New Jersey - November 11, 2014

401-k Rollover Assistance

1.00 to 1.90 percent of investments purchased
1.00 to 1.90 percent of assets under management
We creat unique and specific startegies for each client that is has specific fees, investments, and service that varies per situation.

Reported by:
Gabe Vitale, Merrill Lynch
10307, Staten Island, New York - September 30, 2014

Financial Planning

$250.00 fee only - hourly rate
1.00 to 5.75 percent of investment purchased
0.75 to 1.50 percent of assets under management
Each client has different needs, and as such is charged differently. How a client is charged is discussed and agreed to before any agreements are put in place.

Reported by:
Allan Katz, Comprehensive Wealth Management Group, LLC
10801, New Rochelle, New York - September 12, 2014

Financial Planning

$100.00 to $250.00 fee only - hourly rate
One time fee

Reported by:
Keith Gilman, Wells Fargo Advisors
10801, New Rochelle, New York - September 12, 2014

Financial Advisors - Stocks & Bonds

1.00 to 1.50 percent of investment purchased
Wells Fargo provides a commission matrix to figure a buy or sell

Reported by:
Keith Gilman, Wells Fargo Advisors
10801, New Rochelle, New York - September 12, 2014

Financial Advisors - Asset Management

1.00 to 1.25 percent of assets under management
Charge 1 per cent of assets per year

Reported by:
Keith Gilman, Wells Fargo Advisors
10801, New Rochelle, New York - September 12, 2014

Education Planning & 529 Plans

1.00 percent of investment purchased
Typically charge 1 per cent for assets

Reported by:
Keith Gilman, Wells Fargo Advisors
10801, New Rochelle, New York - September 12, 2014

401-k Rollover Assistance

1.00 to 1.25 percent of assets under management
Either straight commissions per transaction, or typically 1 per cent for managed assets

Reported by:
Keith Gilman, Wells Fargo Advisors
07960, Morristown, New Jersey - December 12, 2013

Financial Advisors - Stocks & Bonds

1.00 to 1.50 percent of investment purchased
Tiered Fee Schedule for Private Client Accounts**: First $1 million - 1.25% Next $4 million - 1.125% Over $5 million - 1.0% Accounts under $500,000 - 1.5% **Fee schedule applies to US Private Client only. Some fixed income-only accounts may be subject to a different fee schedule.

Reported by:
Marina Iakovleva, Morgan Stanley
07960, Morristown, New Jersey - December 12, 2013

401k Plans

1.00 to 1.50 percent of investments purchased
Tiered Fee Schedule for Private Client Accounts**: First $1 million - 1.25% Next $4 million - 1.125% Over $5 million - 1.0% Accounts under $500,000 - 1.5% **Fee schedule applies to US Private Client only. Some fixed income-only accounts may be subject to a different fee schedule.

Reported by:
Marina Iakovleva, Morgan Stanley
07960, Morristown, New Jersey - December 12, 2013

401-k Rollover Assistance

1.00 to 1.50 percent of investments purchased
Tiered Fee Schedule for Private Client Accounts**: First $1 million - 1.25% Next $4 million - 1.125% Over $5 million - 1.0% Accounts under $500,000 - 1.5% **Fee schedule applies to US Private Client only. Some fixed income-only accounts may be subject to a different fee schedule.

Reported by:
Marina Iakovleva, Morgan Stanley
 
Free quotes from local financial advisors near you.

New York Financial Advisors


Comprehensive Wealth Management Group, LLC
243 Main Street, Staten Island, NY
718-980-3737 |
ASM Global Ventures LLC
Kuala Lumpur, Staten Island, NY
+60192391129
Morgan Stanley
1200 Mt. Kemble Ave., Morristown, NJ
9734253866 |
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Disclaimer: Costs and prices shown on the ProMatcher site are intended to be used as general information, not as guaranteed estimates. To obtain cost information relevant to your project, request a quote or estimate from a local service provider.
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