Stelac Advisory Services 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.

Flat or project fee

$30,000

“(a) on a fixed fee basis, typically ranging from $30,000 to over $250,000 per year; or (b) on a percentage 8 of assets basis depending on size and complexity, and subject to the specific arrangement reached with the client.”

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

How Stelac Advisory Services LLC bills

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

• “Billing is generally done quarterly in arrears based on the average monthly value of the gross assets in the applicable quarter.”
• “Such management fee, if charged, is billed monthly in arrears based on the net asset value of the investor at the end of the month.”
• “The management fee is generally paid annually in advance based on each SPV investor’s initial capital contribution.”

How Stelac Advisory Services LLC’s fees compare

• Its flat or project fee of $30,000 is above the New York median of $4,500. 99% of the 251 other New York planners that publish a flat or project fee charge less.
• 52 of the 52 other planners in New York that publish a flat or project fee charge less.

About Stelac Advisory Services LLC

• Firm size: 21 employees.
• Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

98

Employees

21

Works with

High net worth individuals and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, selecting other advisers, and newsletters and publications

Assets managed

$6,286,367,512

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145103

Website

linkedin.com/company/stelac-advisory-services-llc (opens in new tab)

Phone

(212) 920-3890

Can advise clients in 2 states: Florida, New York

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

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