Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Management service fees are up to 1.85% annually, based on factors like investment types and relationship size. Fees may be negotiable. Financial planning fees range from $150 to $400 per hour or are offered as fixed fees. Ongoing financial planning and consulting fees range up to $15,000 per quarter. Retirement plan advisory fees are up to 1.25% annually.
Areas of Practice
Advisor Information
Office location
1065 Andrew Drive, West Chester, PA, 19380
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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.
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Ayad owns personal real estate investment properties since 2003 and volunteers as a board member for Victory House, a non-profit organization. He also serves as a VP, Senior Wealth Advisor for Wealthcare Advisory Partners, LLC and Wealthcare Capital Management, LLC, dedicating about 10% of his time to the latter.