BF
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
27 advisors
Number of Clients
908 clients
Average Client Portfolio
$15.9M average
Assets Under Management
$14.4B
Fee Structure
Fees are charged for investment advisory services based on a percentage of assets under management. Financial planning and consulting fees are negotiable. The firm also receives administrative fees from affiliated private funds. Tax preparation services are offered for a separate fee.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
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Advisor Information
Office location
2929 Walnut Street, Suite 1200, Philadelphia, PA, 19104-5172
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Mycio Wealth Partners, LLC
June 2012 - Present · 13 yrs 7 mos
Previous Registrations
Ernst & Young Investment Advisers LLP
November 2009 - October 2012 · 2 yrs 11 mos
Pricewaterhousecoopers Investment Advisers LLC
October 1998 - October 2009 · 11 yrs
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.