Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.70% |
| $6M+ | 0.50% |
Managed Portfolio (Equity or Equity/Fixed Income Blend)
Fee Estimator
Fees are calculated as a percentage of the market value of assets under management and are billed monthly in arrears. The minimum annual fee is $5,000. Actual client fees may vary based on householding, account inception date, and other factors. Fees are negotiable in certain cases based on account size, relationship pricing, and services required. Clients will also incur expenses such as mutual fund and ETF expenses, and management fees paid to third-party managers.
Areas of Practice
Advisor Information
Office location
711 State Street, 2nd FLoor, Erie, PA, 16501
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 Activities
Dana is a board member and chairman of the finance committee for Watson Memorial Home, and a board member and member of the finance committee for Crary Home. These activities require minimal time each month and do not involve individual oversight of investments.