Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK charges up to 1.5% of the client's account value for advisory services with TPAMs, not including manager fees. Financial planning and consulting fees are negotiable. Retirement plan consulting services are charged based on a percentage of assets (up to 1%), hourly (up to $500/hour), or a flat rate. Clients may pay fees to AdvicePay, an unaffiliated service provider. HTK may receive fees from TPAMs for conferences, events, and marketing support.
Areas of Practice
Advisor Information
Office location
161 Washington Street, Floor 11, Suite 1111, Conshohocken, PA, 19428
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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
Adam is an agent for multiple insurance brokerages, including 1847 Financial, 1847 Private Client Group, and Lion Street, focusing on sales and service of life, accident, health/DI/LTC, and annuity accounts, taking nearly full-time. He also serves as a board member for Green Valley Country Club and Philadelphia Youth Basketball, and is a director for the Boca Raton Estate Planning Council and an adjunct faculty member at Florida Atlantic University.