Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Management service fees are generally paid quarterly, in advance, and are based on the market value of assets under management, up to 1.85%. Fees may be negotiable. Financial planning and consulting fees are either hourly ($150-$400/hour) or fixed fee. Ongoing financial planning and consulting fees range up to $15,000, invoiced quarterly in advance. Retirement plan advisory services are charged an annual asset-based fee of up to 1.25%.
Areas of Practice
Advisor Information
Office location
1065 Andrew Drive, West Chester, PA, 19380
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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
Craig is a registered representative with M.S Howells & Co., dedicating about a quarter of his time. He is also a licensed insurance agent since 1984 and an investment advisor representative with Wealthcare Capital Partners DBA Atlantic Financial Services, Inc., spending nearly full-time hours on investment advisor services.