Private Client Asset Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The advisors hourly fee will be billed at a rate of $150 per hour, but may be negotiated and agreed upon by the parties in advance.”

Flat or project fee

$1,500⁠-⁠$5,000

“For all the services mentioned above, the fixed fee will range from $1500 to $5000.”

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

How Private Client Asset Management, Inc. bills

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

• “Alternatively, clients may elect to have the Advisor invoice the client for the management fees incurred.”
• “Clients who elect to be billed will receive an invoice from the Advisor for payment within 30 days of receipt of the invoice.”
• “Hourly fee-based clients are billed on a monthly basis upon completion of work performed.”

How Private Client Asset Management, Inc.’s fees compare

• Its hourly rate of $150 is below the New York median of $300. 3% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the New York median of $4,500. 41% of the 251 other New York planners that publish a flat or project fee charge less.

About Private Client Asset Management, Inc.

• Firm size: 2 employees.
• Registered as an adviser: 2012 (14 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% a year

Clients

244

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$181,222,268

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

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

SEC CRD number

147052

Website

pcaminvest.com (opens in new tab)

Phone

(516) 280-4622

Can advise clients in 7 states: California, Florida, Illinois, New Jersey, New York, Texas, Virginia

Other planners in Massapequa that publish fees

• Adc Wealth Management, LLCMassapequa$3,000
• 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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