Firm
BH Asset Management
New York, New York
Fee-only
BH Asset Management at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 95 individual clients, 78 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 96 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | bhasset.com |
| [email protected] | |
| Phone | (347) 586-0030 |
BH Asset Management fees
BH Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $136 million |
| Individual clients | 17 |
| High-net-worth clients | 78 |
| Accounts managed | 96 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-70867) |
| Financial planning | Offered |
| Form ADV filed | July 6, 2026 |
| SEC record | CRD 152117 |