PlannerFees

Shulman Demeo Asset Management, LLC fees and pricing

Financial planner in Lake Success, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 16, 2026, Shulman Demeo Asset Management, LLC charges $300⁠-⁠$700 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300⁠-⁠$700/hr
“The current annual fee for portfolio monitoringservices is up to 2.00% of the client’s assets under management. 6 FINANCIAL PLANNING AND CONSULTING SERVICES FEES (STAND-ALONE) Shulman DeMeo’s planning and consulting fees are negotiable, but generally range from $5,000 to $50,000 on a fixed fee basis, and from $300…”

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

How Shulman Demeo Asset Management, LLC bills

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

  • “In the limited event that Shulman DeMeo bills the client directly, payment is due upon receipt of Shulman DeMeo’s invoice.”
  • “Shulman DeMeo shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
  • “Shulman DeMeo’s annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter.”

How Shulman Demeo Asset Management, LLC’s fees compare

  • Its hourly rate of $300-$700 is above the New York median of $300. 84% of the 301 other New York planners that publish an hourly rate charge less.

About Shulman Demeo Asset Management, LLC

“Shulman DeMeo offers to its clients (individuals, business entities, trusts, estates and charitable organizations, etc.) investment advisory services, and, to the extent specifically requested by a client, financial planning and related consulting services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 6 employees.
  • Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

  • Estate planning
  • College planning

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
2% a year
Clients
356
Employees
6
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$815,352,776
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
142897
Website
shulmandemeo.com (opens in new tab)
Phone
(516) 708-9955

Can advise clients in 8 states: Connecticut, Florida, Louisiana, North Carolina, New Jersey, New York, Pennsylvania, Texas

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