Fiduciary advisors in Woodbury, NY
5 registered advisers
Business activity in Woodbury, New York generates enough wealth management demand to support 5 fiduciary firms with SEC registration. 5 charge fees only, taking no commissions.
CONSOLIDATED PORTFOLIO REVIEW CORP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.3B
Minimum--
Clients4,821
FUSION FAMILY WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients1,299
SPIELBERGER & BROOKS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$474M
Minimum--
Clients251
U.S. WEALTH GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$154M
Minimum--
Clients256
VANDERBILT ADVISORY SERVICES
Fee-OnlyAlso Compensated via Product SalesTypical Fee2.75%
AUM$2.1B
Minimum--
Clients6,470