Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees shall not exceed 1.25% per year based on total assets under management, but may vary based on account size, client circumstance, and/or a negotiated fee. The minimum annual fee is $20,000, applied quarterly as $5,000. Financial planning fees range from $10,000 to $25,000 as a fixed fee, or $250 to $500 per hour, with a minimum fee of $10,000. Consulting advice is billed at $250 to $500 per hour.
Areas of Practice
Advisor Information
Office location
1800 Fruitville Pike, Lancaster, PA, 17601
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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
Harold sells disability insurance and EIAs, dedicating minimal time to each. He is also a director of financial services at Rotz & Stonesifer Financial Services, LLC, which is a full-time commitment.