Padovani Asset Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 11, 2025. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“- Item 5 Financial Planning Services Fees For stand-alone financial planning services, PAM charges a negotiable fixed fee that ranges from $1,000 to $10,000 or an hourly fee of up to $300/hour.”

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

How Padovani Asset Management bills

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

• “Any unearned portion of any fees paid in advance will be returned to the client upon termination.”
• “Portfolio management fees are billed monthly, in advance, and are based on the value of your portfolio at the end of the preceding month.”
• “Portfolio management fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the Client’s financial circumstances, among others.”

How Padovani Asset Management’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the New York median of $4,500. 62% of the 251 other New York planners that publish a flat or project fee charge less.

About Padovani Asset Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

168354

Website

padovaniassetmanagement.com (opens in new tab)

Phone

(914) 400-1800

Other planners in Somers that publish fees

• Innovative Private Wealth Management Inc.Somers$400/hr
• 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

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