Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges a negotiable annual investment advisory fee based on a percentage of assets under management, up to 1.00%. This fee is pro-rated and paid quarterly in advance. Financial planning and consulting fees range from $2,000 to $20,000 on a fixed fee basis, or at a mutually agreed upon hourly rate. Clients engaging independent managers will incur additional fees, but the combined fee will not exceed 1.00% of assets under management. Retirement plan consulting fees range from 0.06% to 0.75% of plan assets.
Areas of Practice
Advisor Information
Office location
1055 Westlakes Drive, Suite 150, Berwyn, PA, 19312
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
David is the Director of Portfolio Management at Sterling Investment Advisors, a role that occupies his full-time work. He also serves as a member of the Board of Elders at Christ Community Church, dedicating minimal time to this non-investment related activity.