Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable between the advisor and client and are based on the value of the account. For non-discretionary accounts, fees are typically at or below 1.5% for Asset Advisor and at or below 1.2% for Custom Choice. For discretionary accounts (PIM), fees are typically at or below 2%. Fees are deducted quarterly. Some accounts may pay transaction commissions instead of a flat fee. There are no custody or inactivity charges, but there may be exchange fees and other regulatory fees. Cresap Inc. also receives a portion of the fees charged by Wells Fargo for cash sweep programs.
Areas of Practice
Advisor Information
Office location
259 N. Radnor-Chester Rd. Ste. 140, Radnor, PA, 19087
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 ActivitiesSells Insurance
Jason acts as an agent on some insurance policy sales that are not recorded on the broker/dealer's books. This activity is insurance-related.