Barak Asset Management LLC fees and pricing
Financial planner in Jamaica, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Barak Asset Management LLC charges $100-$300 an hour and a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$300/hr
“Hourly rates range between $100 and $300 based on the scope of the project.”
- Flat or project fee
- $1,000
“In additional financial plans and some document filing services are offered for a $1,000 fee. 6 Barak Asset Management, LLC”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Barak Asset Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiated and are billed monthly, in arrears, based upon the market value of assets under management, including accrued interest, at the end of each month.”
How Barak Asset Management LLC’s fees compare
- Its hourly rate of $100-$300 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000 is below the New York median of $4,500. 6% of the 251 other New York planners that publish a flat or project fee charge less.
About Barak Asset Management LLC
- Firm size: 2 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- 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
- Clients
- 28
- Employees
- 2
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $8,525,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142251
- Phone
- (718) 658-2561
Other planners in Jamaica that publish fees
- Versalife AdvisorsJamaica$75/mo, $225/qtr
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.