Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Amicus Financial Advisors charges fees for financial planning and investment advisory services, which may be fixed, hourly ($250/hour), or asset-based. The maximum annual advisory fee is 1.5%. Fees are negotiable in limited circumstances. Asset management fees are calculated monthly based on the value of assets under management. Clients may pay fees directly or authorize Amicus to bill the custodian. Insurance products may be offered, generating commissions for advisors, which are disclosed to clients.
Areas of Practice
Advisor Information
Office location
101 Larry Holmes Drive, Suite 215, Easton, PA, 18042
Get directionsRegulatory 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 →Other Business ActivitiesSells Insurance
Joseph is an insurance agent with ELANA General Insurance, LLC, spending about 10-20% of his time selling insurance products. He also has several non-investment related businesses including ELANA Settlement Architects, LLC, Elite Financial & Settlement Consulting, LLC, ELANA Franchise Group, LLC, and NextPhase Community, LLC, taking up varying amounts of his time.