Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are based on the market value of assets under management, up to 2.99% annually. Clients may also pay a platform fee of up to 0.25% annually for Wrap Fee Program accounts, covering securities transaction fees and reporting. Additional fees may apply for third-party Model Providers, Outside Managers, or custom portfolio models, potentially reaching up to 1% annually. Financial planning is offered at an hourly rate of up to $400 per hour or as a fixed engagement. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
1042 Columbia Avenue, Suite 1, Sinking Spring, PA, 19608
Get directionsRegulatory History (2)
Customer Dispute
January 2021Employment Separation After Allegations
June 2005Other Business ActivitiesSells Insurance
Brad is involved in several outside business activities, including managing rental real estate, selling insurance products (life insurance and others), and serving as a managing partner at Coactive Wealth Strategists LLC (processing business through Osaic and insurance companies). He also dedicates time to volunteer work with the Boy Scouts and runs a scholarship program, among other ventures.