Financial plans can cost up to $5,000, payable in two installments. Hourly advice is available for up to $500 per hour, negotiable and payable at the end of the meeting. Investment management fees are a percentage of assets managed, not exceeding 2% annually, billed monthly or quarterly. A set-up fee of up to $100 per account, with a maximum of $200 per household, may be charged. Seminar attendance can cost up to $100.
102 W. Street Road, Feasterville, PA, 19053
Get directionsEdgar is the owner of Money Management Advisory Inc., Davis & Associates (a shell company with no assets), and the Institute for Essential Education (currently not in use). The Institute for Essential Education is owned by Money Management Advisory Inc. and used for workshops and seminars.