Shufro, Rose & Co., LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“Financial planning services are provided for a minimum fixed fee of $2,500.”

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

How Shufro, Rose & Co., LLC bills

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

• “Fees are prorated for accounts that open or close during the billing period.”
• “Financial planning service scope and fixed fees are reviewed annually and charged in arrears.”
• “Termination of the Advisory Relationship As noted above, fees are prorated for accounts that close during the billing period.”

How Shufro, Rose & Co., LLC’s fees compare

• Its flat or project fee of $2,500 is below the New York median of $4,500. 26% of the 251 other New York planners that publish a flat or project fee charge less.
• 8 of the 52 other planners in New York that publish a flat or project fee charge less.

About Shufro, Rose & Co., LLC

• Firm size: 27 employees.
• Registered as an adviser: 1955 (71 years).

Planning areas mentioned in the brochure

• College planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

1,207

Employees

27

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, and selecting other advisers

Assets managed

$2,463,652,453

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

3403

Website

linkedin.com/company/shufro-rose-&-co.-llc (opens in new tab)

Phone

(212) 754-5100

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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• 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

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