LM
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
12 clients
Average Client Portfolio
$39.1M average
Assets Under Management
$469.0M
Fee Structure
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for amounts over $10 Million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
You'll pay an annual fee based on your portfolio size (see rates in table). Fees are typically billed quarterly in advance. Fees are negotiable based on factors such as client type, asset class, pre-existing relationship, portfolio complexity and account size or other special circumstances or requirements.
Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information
Office location
Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087
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
Drexel Morgan & CO.
June 2012 - Present · 13 yrs 7 mos
Previous Registrations
Haverford Trust Securities, INC.Broker
June 1999 - June 2025 · 26 yrs
Bt Alex. Brown IncorporatedBroker
September 1997 - April 1999 · 1 yr 7 mos
Alex. Brown & Sons IncorporatedBroker
August 1996 - September 1997 · 1 yr 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.