Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For separately managed accounts and other investment programs, the firm's maximum annual advisory fee is 1.5% of assets under management, not including other program fees. The total maximum annual fee, including all third-party fees and the firm's advisory fee, will not exceed 2.25%. Financial planning fees are based on the specific services provided and the complexity of the client's situation, typically $250 per hour or $500-$1500/month for ongoing services. One-time financial plans are charged on a project basis. Minimum account sizes range from $5,000 to $100,000, but may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
409 S. Pugh Street, State College, PA, 16801
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 Activities
Lisa is a co-owner of Lifestyle Retirement Company, a third-party administrator to qualified employer retirement benefit plans. This is Lisa's primary employment, consuming all business hours during securities trading hours.