Astoria Portfolio Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly fee for these services is typically $300.”

Flat or project fee

$300⁠-⁠$50,000

“The rate for creating client financial plans is between $300 and $50,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Astoria Portfolio Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are generally paid monthly or quarterly in arrears but at times it can be on a forward-looking basis.”
• “In general, APA’s fees are negotiable, and the final fee schedule is attached as an exhibit in the Investment Management Agreement signed both by the client and APA.”
• “Clients may terminate the agreement without penalty for a full refund of APA's fees within five business days of signing the Contract.”

How Astoria Portfolio Advisors LLC’s fees compare

• Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
• 14 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $300-$50,000 spans the New York median of $4,500. 96% of the 251 other New York planners that publish a flat or project fee charge less.
• 48 of the 52 other planners in New York that publish a flat or project fee charge less.

About Astoria Portfolio Advisors LLC

• Firm size: 9 employees.
• Credentials named in the brochure: EA.
• Founded: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Minimum

$1,500 minimum fee (stated in brochure)

Clients

90

Employees

9

Works with

Individuals, high net worth individuals, investment companies, other investment advisers, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, and educational seminars and workshops

Assets managed

$977,614,793

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288271

Website

twitter.com/astoriaadvisors (opens in new tab)

Phone

(212) 381-6185

Can advise clients in 20 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Vermont, Washington

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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