AdvisorFacts summaryBouchey Financial Group was organized in 1995, became a registered investment adviser in 1996, and is majority owned by President Steven B. Bouchey. It offers wealth management and investment management, investing in mutual funds, individual stocks and bonds, ETFs and outside managers or platforms. More complex relationships can be charged at the higher end of its fee range.
Overview
- Headquarters
- Troy, NY
- Total Firm Assets
- $1.6 billion
- Average High-Net-Worth Client Portfolio Size
- $2.6 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Fee Disclosure
Source: ADV PART 2A (2026-09-04) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | Up to 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Estimates use the disclosed maximum. Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 77.62%
- Number of High-Net-Worth Clients
- 483
- Total Client Accounts
- 3,359
- Discretionary Accounts
- 3,297
- Non-Discretionary Accounts
- 62
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 111824
- ADV PART 2A (2026-09-04) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗