Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual fee for Wealth Management services is based on a tiered percentage of assets managed (see table). The minimum account size is $500,000, but this may be waived at the firm's discretion. A minimum annual fee of $2,000 may be imposed. Fees are billed quarterly in arrears. Legacy clients may have different fee schedules. The firm may combine account values of family members to determine the applicable advisory fee.
Areas of Practice
Advisor Information
Office location
333 West Germantown Pike, East Norriton, PA, 19403
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
Cynthia is a 100% owner of Diccianni Financial Group Inc., which is involved in RIA, insurance sales, LTC, DI, and fixed products. She also serves as Vice Chair of MCEPC Montgomery County Foundation Inc. and spends minimal time reviewing outside held investments.