Fees are negotiable and vary depending on the service. For CMAP accounts, fees are based on a percentage of assets. Advisor Managed Portfolios have a single 'wrap' fee covering advisory services and transactions, plus an AssetMark platform fee. CAAP and UMA portfolios also use wrap fees. Third Party Money Manager Selection services have fees ranging from 0.25% to 1.25% annually, plus TPMM fees. Financial planning fees range from $500 to $10,000 (fixed) or $50 to $300 per hour.
1600 Paoli Pike, Suite 200, Malvern, PA, 19355
Get directionsBrett is a partner in 711 Station, LLC and SCS Management Group, and an Investment Advisor Representative at The Ameriflex Group. He also owns Straub Group Advantage, where he sells life and health insurance.