SHULMAN DEMEO ASSET MANAGEMENT, LLC

Name: SHULMAN DEMEO ASSET MANAGEMENT, LLC
Address: 3000 MARCUS AVENUE, LAKE SUCCESS, NY 11042, lake success, NY, US
Telephone: (516) 708-9955
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Lake Success, New York · 1 of 2 financial advisors in the area

📍 3000 MARCUS AVENUE, LAKE SUCCESS, NY 11042

📞 (516) 708-••••

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📍 3000 MARCUS AVENUE, LAKE SUCCESS, NY 11042

About SHULMAN DEMEO ASSET MANAGEMENT, LLC

SHULMAN DEMEO ASSET MANAGEMENT, LLC is a financial advisor located in Lake Success, New York. As a local financial advisor, they serve Lake Success and surrounding communities in New York. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Lake Success should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Lake Success

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Lake Success may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Lake Success

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Lake Success?

Financial Advisors in Lake Success typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Lake Success?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Lake Success to choose from.

Does SHULMAN DEMEO ASSET MANAGEMENT, LLC offer free quotes?

Contact SHULMAN DEMEO ASSET MANAGEMENT, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Lake Success

WEBER ASSET MANAGEMENT, INC.

3000 MARCUS AVE, LAKE SUCCESS, NY 11042