Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management services are negotiable, with a maximum annual fee of 2.00%. Advisory fees are charged in arrears each calendar quarter, based on the portfolio value on the last business day of the quarter. Fees for partial periods are pro-rated. The firm also charges a 0.05% annual reporting fee, billed monthly. Financial planning is available for a fee, billed as a one-time fee or monthly retainer.
Areas of Practice
Advisor Information
Office location
100 Springhouse Drive, Suite 102, Collegeville, PA, 19426
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
Michael is the treasurer of Upper Frederick Fire Company, a non-investment related activity.