Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $1,000 to $15,000 per project and are negotiable. Ongoing financial planning and consulting services are also available for a fixed monthly or quarterly fee, or included as part of a negotiated assets under management fee. The annual fee for asset management services includes CFG’s advisory fee (maximum 1.2%, which is negotiable), plus a sub-adviser strategy fee if the sub-adviser platform is utilized (sub-adviser’s fee portion is non-negotiable).
Areas of Practice
Advisor Information
Office location
2006 DeKalb Pike, East Norriton, PA, 19401
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
Adam is the owner of ARA Properties, LLC, a real estate holding company, and dedicates minimal time to it. He also owns and works full-time at Health and Benefit Partners, LLC and as an independent insurance agent, and is involved with several other insurance agencies.