MJB Asset Management LLC fees
Financial planner in New York City, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, MJB Asset Management LLC (New York City, NY) charges an annual fee from $10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Annual fee
- From $10,000/yr
Starts at $10,000, at or above the New York City median of $7,550. Starts at $10,000, at or above the New York State median of $6,875.
“The minimum annual retainer for these services is $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 1999 (27 years)
How MJB Asset Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is payable in four equal quarterly installments following the end of each quarter.”
- “If a flat fee is due, it is payable in four equal quarterly installments following the end of each quarter.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 99
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
- Assets managed
- $141 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 109940 (opens in new tab)
- Website
- mjbam.com (opens in new tab)
- Phone
- (212) 333-3733
Registered or notice filed in 2 states: New Jersey, New York
Other planners in New York City that publish fees
- Polero ICE AdvisersNew York CityHourly $325/hr, Annual $7,000-$15,000/yr
- Wharton Wealth Planning, LLCNew York CityFlat $2,000-$15,000
- Granace Capital LLCNew York CityHourly $600/hr
- Aspire Wealth Advisory Group, LLCNew York CityMonthly $500-$2,000/mo
- Hive Retirement PlanningNew York CityFlat from $7,500, Annual from $10,000/yr
- Next Pronto Capital AdvisorsNew York CityHourly up to $500/hr, Flat $500-$10,000
Is something on this page wrong or out of date?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.