Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.35% |
| $2.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees can be negotiated.
Fee Estimator
Fees for investment management and pension administration services are based on a percentage of assets under management. The first $2 million is charged at 0.35%, the next $3 million at 0.30%, the next $5 million at 0.25%, and anything over $10 million at 0.20%. Fees can be negotiated based on factors such as account size and services provided. There is a minimum account size of $1,000,000 to participate in the wrap fee program.
Areas of Practice
Advisor Information
Office location
4600 Broadway, Allentown, PA, 18104
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.
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William is the Chair of the Pension Committee for East Goshen Township since 2018, dedicating minimal time. This unpaid position involves overseeing the Township's Pension Plans.