SHADE TREE ADVISORS LLC
Saratoga Springs, NY
AUM
$1.45B
Financial PlanningWealth MgmtTrusts & Estates
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
518-290-9460
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY, SARATOGA SPRINGS
15 advisers found
KING WEALTH MANAGEMENT GROUP, LLC
Saratoga Springs, NY
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
518-306-5640
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
Saratoga Springs, NY
AUM
$722.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(518) 499-4565
QUARTZ PARTNERS INVESTMENT MANAGEMENT
Saratoga Springs, NY
AUM
$611.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-433-0422
CONGRESS PARK CAPITAL LLC
Saratoga Springs, NY
AUM
$422.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(518) 339-4335
CONTINUUM WEALTH ADVISORS, LLC
Saratoga Springs, NY
AUM
$345.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
518-583-4050
TAILORED WEALTH SOLUTIONS
Saratoga Springs, NY
AUM
$271.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
518-583-4800
STERLING MANOR FINANCIAL, LLC
Saratoga Springs, NY
AUM
$201.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-583-4040
SAGE HILL ADVISORY AND MANAGEMENT LLC
Saratoga Springs, NY
AUM
$73.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
518 763-6338
WPM WEALTH ADVISORS LLC
Saratoga Springs, NY
AUM
$72.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
518-369-5232
MCNEILL CAPITAL, LLC
Saratoga Springs, NY
AUM
$40.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
518-364-7899
PEAK WEALTH MANAGEMENT
Saratoga Springs, NY
AUM
$39.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
518-441-2285
SARATOGA INVESTMENT SOLUTIONS INC.
Saratoga Springs, NY
AUM
$38.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
5185845995
CRESCENT HILL PARTNERS LLC
Saratoga Springs, NY
AUM
$298.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
866-744-3705
Full profileNo website
NYE STREET PARTNERS LLC
Saratoga Springs, NY
AUM
$10.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
518-246-6970
Full profileNo website