JB
CFA
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
Cira Centre, 2929 Arch Street, Suite 650, Philadelphia, PA, 19104
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
April 2005 - Present · 20 yrs 9 mos
Previous Registrations
Ernst & Young Investment Advisers LLP
April 1998 - May 2005 · 7 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.