Ithaka Strategic Partners fees and pricing
Financial planner in Kings Park, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 12, 2024, Ithaka Strategic Partners charges a flat or project fee of $450 and a monthly fee of $200-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 12, 2024. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $450
“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $450.00 and an ongoing fee that is paid monthly, in arrears, at the rate of $200.00 - $500.00 per month, depending on the complexity and needs of the clients.”
- Monthly fee
- $200-$500/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ithaka Strategic Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable, pro-rated and paid in arrears on a monthly basis.”
- “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
How Ithaka Strategic Partners’ fees compare
- Its flat or project fee of $450 is below the New York median of $4,500. 1% of the 251 other New York planners that publish a flat or project fee charge less.
About Ithaka Strategic Partners
- Firm size: 3 employees.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Employees
- 3
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $1,112,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 308309
- Phone
- (934) 216-0774
Other planners in New York that publish fees
- 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
- Acacia Grove Wealth ManagementSchenectady$300/hr
Is something on this page wrong or out of date?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.