Satovsky Asset Management LLC fees and pricing
Financial planner in New York, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Satovsky Asset Management LLC charges a quarterly fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $2,500/qtr
“The Firm has a minimum quarterly fee of the higher of $2,500 or the quarterly fee billed on market value of assets under management.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Satovsky Asset Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For Client Accounts on the Betterment for Advisors platform, Betterment calculates and deducts the Client fees quarterly in arrears from the Client Account, and remits to SAM its negotiated fee.”
- “For Client Accounts on ERISA 401k plans, the recordkeeper/administrator calculates and deducts the Client fees quarterly from the plan assets quarterly in advance and remits to SAM its negotiated fee.”
- “Client Accounts are generally charged in advance (at the beginning) of each calendar quarter based upon the value of each Client Account at the beginning of the calendar quarter.”
About Satovsky Asset Management LLC
“The Adviser provides holistic financial planning, wealth management, investment management and advisory services to separately managed accounts of high-net-worth individuals, trusts and estates, retirement plans, businesses and charitable organizations (collectively referred to as the “Client”, “Clients”, “Client…”
- Firm size: 12 employees.
- Credentials named in the brochure: CPA and ChFC®.
- Registered as an adviser: 2007 (19 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
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
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 205
- Employees
- 12
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
- Assets managed
- $974,765,900
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143519
- Phone
- (212) 584-1900
Can advise clients in 10 states: California, Colorado, Connecticut, Florida, Georgia, Massachusetts, Michigan, New Jersey, New York, Pennsylvania
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Allegory AdvisoryNew York$240/hr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- American Centurion Financial LLCNew York$475/hr
- American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
- Amvoy WealthNew York$1,000-$20,000
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.