Greyhawk Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 8, 2019. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$1,500

“The negotiated fixed rate for creating client financial plans is between $500 and $1,500.”

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

How Greyhawk Advisors LLC bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients must pay the prorated performance-based fees for the billing period in which they terminate the Investment Advisory Contract up to and including the day of termination.”
• “The annual fee is paid quarterly, in arrears.”

How Greyhawk Advisors LLC’s fees compare

• Its flat or project fee of $500-$1,500 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.
• 2 of the 52 other planners in New York that publish a flat or project fee charge less.

About Greyhawk Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$12,400,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284989

Phone

(646) 205-3659

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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