Ba Global Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 2, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“In the event of early termination any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. ● Hourly Financial Planning - Financial Planning engagements are offered at the rate of $150 per hour.”

Flat or project fee

$250

“In the event of termination any prepaid but unearned fees will be refunded and any completed deliverables will be provided to the Client. ● Project-Based Financial Planning - We offer Project-Based Financial Planning engagements beginning at $250.”

Annual fee

$1,200⁠-⁠$15,000/yr

“Financial Planning ● Ongoing Financial Planning - Ongoing Financial Planning consists of an annual fee of $1,200 - $15,000.”

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

How Ba Global Capital bills

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

• “Accounts initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Fees are based on complexity and needs of the Client, may be negotiable, and will be paid in advance on a bi-weekly, monthly, quarterly or semi-annual basis.”

How Ba Global Capital’s fees compare

• Its hourly rate of $150 is below the New Jersey median of $300. 5% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $250 is below the New Jersey median of $5,000. 1% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• Its annual fee of $1,200-$15,000 spans the New Jersey median of $6,318. 62% of the 47 other New Jersey planners that publish an annual fee charge less.

About Ba Global Capital

• Principal: Isaiah B. Adams
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

Highest asset based fee in brochure

0.86% a year

Clients

2

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$40,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316753

Website

baglobalcapital.com (opens in new tab)

Phone

(862) 571-3929

Other planners in New Jersey that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Ahara AdvisorsJersey City$1,000/hr

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