Silverberg Bernstein Capital Management fees and pricing

Financial planner in Armonk, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 6, 2026, Silverberg Bernstein Capital Management charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Services are offered based on an hourly fee of $500 per hour.”

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

“Fees for financial consultations are billed upon completion.”
“Fees are generally invoiced directly to the Client but may also be deducted from another account held with SBCM.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

Its hourly rate of $500 is above the New York median of $300. 84% of the 301 other New York planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 131
Employees: 3
Works with: Individuals, high net worth individuals, investment companies, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $283,000,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 327151
Phone: (203) 820-9107

Is something on this page wrong or out of date?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.