Barbara J. Bouchey Asset Management, Inc. is a registered investment advisor based in Saratoga Springs, New York, owned and operated by Barbara J. Bouchey. The firm provides comprehensive financial planning, consulting, and non-discretionary investment management services to individuals and high net worth individuals. Rather than selecting individual securities directly, Barbara J. Bouchey Asset Management utilizes third-party asset allocation models and platforms—primarily SEI Investments, along with options for Prudential variable annuities and Fidelity 401(k) platforms. The firm helps clients define their goals, risk tolerance, and time horizon to select appropriate mutual fund asset allocation models, while also offering guidance on non-investment matters such as estate and tax planning. In addition to advisory services, the principal is a licensed insurance agent and may recommend insurance products, receiving separate commissions. The firm emphasizes a fiduciary commitment to act in clients' best interests while managing conflicts through full disclosure.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.65% |
| $7M+ | 0.50% |
Schedule represents the SEI platform. Portfolios under $1,000,000 have an additional 0.25% administrative fee. Alternative platforms (Prudential and Fidelity 401k) have separate flat rates of 1.25% and 0.5%, respectively. Fees are negotiable.