Sa Asset Management, Inc. fees and pricing
Financial planner in Woodbury, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 3, 2026, Sa Asset Management, Inc. charges a flat or project fee of $750-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $750-$2,500
“Services are offered based on a negotiable fixed fee between $750 and $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sa Asset Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Wealthcare Capital Management (“WCM”) Investment management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment management agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Investment management fees may be prorated for capital contributions or withdrawals made into a managed account following the initial establishment of a managed account during the applicable quarter.”
How Sa Asset Management, Inc.’s fees compare
- Its flat or project fee of $750-$2,500 is below the New York median of $4,500. 21% of the 251 other New York planners that publish a flat or project fee charge less.
About Sa Asset Management, Inc.
- Firm size: 2 employees.
- Registered as an adviser: 2003 (23 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
- 1.85% a year
- Employees
- 2
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 126096
- Phone
- (516) 639-5428
Other planners in Woodbury that publish fees
- Veneroso Wealth ManagementWoodbury$1,000/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
Is something on this page wrong or out of date?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.