Ibis Capital Management, LLC fees and pricing
Financial planner in Buffalo, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, Ibis Capital Management, LLC charges up to $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- Up to $350/hr
“Fees range from 0.25% of assets annually to 1.00% of assets annually, and hourly fees from $0.00 to $350 per hour, agreed to in advance with client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ibis Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally charged 30 days in advance and adjusted monthly.”
- “Advisory fees are payable monthly and are negotiable.”
How Ibis Capital Management, LLC’s fees compare
- Its hourly rate of up to $350 spans the New York median of $300. 8% of the 301 other New York planners that publish an hourly rate charge less.
- 3 of the 11 other planners in Buffalo that publish an hourly rate charge less.
About Ibis Capital Management, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 120
- 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
- $36,608,292
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282069
- Phone
- (716) 939-3005
Other planners in Buffalo that publish fees
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Capital Insights Group of Wny, LLC.Buffalo$250/hr, $1,500-$3,000
- Clarity AdvisorsBuffalo$150/hr, $3,000
- Delaware Avenue Advisors Inc.Buffalo$90-$150/hr, $500-$2,500
- Eudaimonia WealthBuffalo$300/hr, $500-$10,000
- Ewm AdvisoryBuffalo$250/hr, $2,400
Is something on this page wrong or out of date?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.