Barbara J. Bouchey Asset Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$250/hr

“BAM’s financial planning fees are negotiable, but generally range from $500.00 to $2,500.00 on a fixed fee basis and from $100.00 to $250.00 on an hourly rate basis, depending on the level and scope of the services required, and the professional rendering of the service(s).”

Flat or project fee

$500⁠-⁠$2,500

From the same sentence as above.

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

How Barbara J. Bouchey Asset Management, Inc. bills

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

• “This annual investment advisory fee will be prorated and paid quarterly, in arrears, based on the market value of the assets on the last day of the previous quarter.”
• “This annual investment advisory fee will be prorated and paid quarterly, in arrears, based on the market value of the assets on the last day of the previous quarter.”
• “Additionally, administrative staff time will be billed at $45.00 per hour.”

How Barbara J. Bouchey Asset Management, Inc.’s fees compare

• Its hourly rate of $100-$250 is below the New York median of $300. 8% of the 301 other New York planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Saratoga Springs that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,500 is below the New York median of $4,500. 15% of the 251 other New York planners that publish a flat or project fee charge less.
• 1 of the 9 other planners in Saratoga Springs that publish a flat or project fee charge less.

About Barbara J. Bouchey Asset Management, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 1996 (30 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

Highest asset based fee in brochure

1.5% a year

Clients

73

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$50,697,904

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

120034

Website

barbarabouchey.com (opens in new tab)

Phone

(518) 583-0090

Other planners in Saratoga Springs that publish fees

• Crescent Hill Partners LLCSaratoga Springs$5,000⁠-⁠$50,000
• Dubois Capital Management LLCSaratoga Springs$500⁠-⁠$5,000
• Even Keel AdvisorsSaratoga Springs$290/hr, $250⁠-⁠$12,000
• Inside Edge Capital Management, LLCSaratoga Springs$10,000
• King Wealth Management Group, LLCSaratoga Springs$2,500⁠-⁠$10,000
• Mcneill Capital, LLCSaratoga Springs$25⁠-⁠$875/hr, $525⁠-⁠$1,500/qtr

Compare all 16 planners in Saratoga Springs