Choice Asset Management LLC fees and pricing

Financial planner in Lakewood, New Jersey. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 2, 2026, Choice Asset Management LLC charges $250 an hour for financial planning.

Published fees

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

Hourly rate: $250/hr; “The hourly fee is $250 and is paid after the consultation.”

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

“Clients are billed in arrears each calendar quarter.”
“Clients may elect to be billed directly for fees or to authorize Choice Asset Management to directly debit fees from client accounts.”
“Management fees shall be prorated for each capital contribution and withdrawal made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals).”

Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
None of the 2 other planners in Lakewood that publish an hourly rate charge less.

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% a year
Clients: 54
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $55,617,436
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 127069
Phone: (732) 367-6244

Can advise clients in 2 states: New Jersey, New York

Is something on this page wrong or out of date?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.