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 - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for accounts over $50 million.
Fee Estimator
Haverford Financial charges an annual fee based on the value of your account. For individually managed accounts, the fee is 1.00% on the first $2 million, 0.75% on the next $3 million, 0.50% on the next $20 million, and 0.35% on the next $25 million. Fees are negotiable for accounts over $50 million. Fees for wrap accounts range from 0.20% to 0.55%. Fees are negotiable and may vary based on client type, asset class, and other factors. The firm generally requires a minimum account size of $1,000,000 for individually managed accounts.
Areas of Practice
Advisor Information
Office location
Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087-4546
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Henry is the CEO of E.N. Smith and Co, a privately held family office.