Songbird Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$333/mo

“Method of Compensation and Fee Schedules Songbird’s standard fees are based on a percentage of assets under management, as outlined in the annual fee schedule below, with a minimum monthly fee of $333.”

Annual fee

$4,000/yr

“Minimum – $4,000 Annually The above fee schedule applies only to traditional asset classes.”

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

How Songbird Capital, LLC bills

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

• “Fees for operational due diligence, investment research, and financial planning services unrelated to an investment management program are negotiable on a case-by-case basis.”
• “Payment of Fees in Advance and Obtaining Refunds Songbird fees are charged monthly in advance at the beginning of each calendar month.”
• “For inflows occurring after the first day of the month, the fee will be prorated based on the number of days we managed the funds during that month and added to the following month’s payment.”

How Songbird Capital, LLC’s fees compare

• Its annual fee of $4,000 is below the New Jersey median of $6,318. 26% of the 47 other New Jersey planners that publish an annual fee charge less.
• 2 of the 3 other planners in Princeton that publish an annual fee charge less.

About Songbird Capital, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2011 (15 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% a year

Clients

58

Employees

4

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$84,433,578

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

158074

Website

songbird-capital.com (opens in new tab)

Phone

(609) 924-5300

Other planners in Princeton that publish fees

• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Halberstadt Financial Consultants IncPrinceton$345/hr
• Jantorno Financial Advisors, LLCPrinceton$250/hr, $5,000⁠-⁠$16,000
• KDT Advisors, LLCPrinceton$350/hr, $10,000
• Kubhera Enterprises LLCPrinceton$100⁠-⁠$200/hr, $500⁠-⁠$7,500
• Millstone Financial GroupPrinceton$250/hr, $1,500

Compare all 19 planners in Princeton