J.M. Goldberg Wealth Management LLC fees
Financial planner in New York City, New York. Registered with state securities regulators.
J.M. Goldberg Wealth Management LLC (New York City, NY) listed up to $400 an hour for financial planning in a Form ADV Part 2A brochure dated May 12, 2020, which is more than 18 months old.
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated May 2020, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed May 12, 2020. Fees can change.
- Hourly rate
- Up to $400/hr
“Hourly financial planning fees can vary up to $400 per hour, determined on a per engagement basis, as a function of complexity and scope of the engagement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the May 2020 brochure
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFA
- Team size
- Solo practice (one employee)
- Registered since
- 2020 (6 years)
How J.M. Goldberg Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”
- “Clients may close their accounts by giving the firm written notice at least 30 days in advance, although this requirement may be waived.”
About J.M. Goldberg Wealth Management LLC
“We offer wealth management through the use of separately managed accounts and model portfolios, depending on the client’s specific needs and requirements.”
- Principal: Joshua Matthew Goldberg
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 12, 2020
- CRD number
- 307782 (opens in new tab)
- Phone
- (914) 500-3525
Other planners in New York City that publish fees
- Attuned Wealth LLCNew York CityAnnual $6,000-$24,000/yr
- The Butler Group LLCNew York CityHourly up to $300/hr, Flat $750-$2,500
- LexION Capital Management LPNew York CityHourly $1,000/hr
- Marrone Wealth ManagementNew York CityHourly $250/hr, Flat from $5,000
- Minerva Wealth AdvisoryNew York CityHourly $300/hr, Flat from $5,000
- Hive Retirement PlanningNew York CityFlat from $7,500, Annual from $10,000/yr
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.