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Seth Hodes

13 Years of Experience
New York, NY

Seth Hodes is a registered investment advisor at Able Wealth Management LLC, based in New York, NY, with 13 years of industry experience. Seth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,030 clients with $580M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
1,030 clients
Average Client Portfolio
$563K average
Assets Under Management
$579.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.8M1.00%
$1.8M - $5.0M0.75%
$5M+0.50%

Firm also offers a Comprehensive Wealth Management service at a flat 1.00% of assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

60 E 9th Street, #404, New York, NY, 10003

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Able Wealth Management LLC
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Securian Financial Services, INC.
August 2013 - August 2018 · 5 yrs
Securian Financial Services, INC.Broker
May 2013 - August 2018 · 5 yrs 3 mos
State Registrations2 states
NJNY
Advisor

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Exams
No exam information available for this advisor.
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