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 $1.0M | 2.50% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.50% |
Fee Estimator
Financial planning fees are either fixed (up to $5,000) or hourly ($500/hour for IAR, $100/hour for Para-planner, $50/hour for admin support). Consultation fees are up to $500/hour or fixed ($500-$5,000). Ongoing consultations are fixed fees ($5,000-$15,000 annually). 401(k) pension consulting has tiered AUM fees. Asset management fees follow a schedule outlined below and may be negotiable. A minimum of $250,000 is generally required to open an asset management account, but exceptions can be made.
Areas of Practice
Advisor Information
Office location
815 Greenwood Ave, Suite 20, Jenkiktown, PA, 19046
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
Donald is a CPA providing tax preparation and accounting services since 2004, dedicating minimal time to this. He also provides investment advisory services through Verus Capital Partners LLC, spending nearly full-time hours on this activity.