Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees vary up to 2.5% per annum, depending on portfolio size, services rendered, and the investment advisor representative. Fees may be billed in advance or arrears. Financial planning and consulting fees are negotiable, up to $10,000 on a fixed fee basis or from $150 to $500 on an hourly basis. Subscription self-directed financial planning tools and assistance generally cost between $50 to $200 per month.
Areas of Practice
Advisor Information
Office location
737 Fritztown Road, Sinking Spring, PA, 19608
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Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Dianne is a financial advisor and President of Dianne Mae Financial since 2014, marketing insurance and financial services. She also co-owns a fine dining establishment (Pappy G's Inc.) since 1998, dedicating a few hours per week, and is a member of the Council of Trustees at Kutztown State University of Pennsylvania, dedicating minimal time. Dianne also co-owns rental properties.