Barbara Bouchey
Barbara Bouchey is a CFP-designated registered investment advisor at Barbara J. Bouchey Asset Management, INC., based in Saratoga Springs, NY, with 39 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 73 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.65% |
| $7M+ | 0.50% |
Portfolios less than $1,000,000 have an annual administrative fee of .25%.
Fee Estimator
Location
Saratoga Springs, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Barbara J. Bouchey Asset Management, INC.
Previous Registrations
Castle Hill Capital Partners, INC.Broker
Royal Alliance Associates, INC.Broker
Lincoln Investment Planning, INC.Broker
Advantage Capital CorporationBroker
Waddell & Reed, INC.Broker
State Registrations1 state
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