Investment advisory fees for internal investment management typically range from 0.25% to 1.50% annually, depending on assets, investment strategy, and complexity. Fees are paid quarterly in advance. Financial planning and consulting services are offered on an hourly basis at up to $350 per hour or as a fixed engagement fee. Retirement plan advisory fees are up to 1.00% annually, with a minimum fee of $7500, which is negotiable. Note: This firm's brochure lists a fee range (0.25% to 1.50%) for investment advisory services, the actual fee depends on factors such as assets, investment strategy, and complexity.
136 North Church, West Chester, PA, 19380
Get directionsNo 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 →Michael is an independent insurance agent for various independent insurance companies.