Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for comprehensive financial planning typically range from $500 to $20,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial consulting is charged as a fixed annual fee starting at $500, or as a percentage of assets under advisement, with a maximum annual fee of 2.75%.
Areas of Practice
Advisor Information
Office location
235 West 6th Street, Erie, PA, 16507
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 ActivitiesSells Insurance
Christine is affiliated with HBK Sorce Advisory LLC and Purshe Kaplan Sterling Investments as a non-producing registered representative. She also co-owns rental properties and provides assistance to producing agents at HBK Sorce Insurance LLC for a few hours per week.