Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on a tiered percentage of assets under management, generally ranging from 0.30% to 1.00% annually, charged quarterly in advance. Separate, standalone proprietary portfolios have the following annual fees: 0.30% for Fixed Income SMA Only & 0.60% for Equity SMA Only. Financial planning is included in the investment management fee. Fixed fees for standalone financial plans start at $3,000, with annual retainer fees up to $10,000, invoiced quarterly. Fees are negotiable. BMTA generally requires a minimum portfolio size of $500,000 to $1,000,000.
Areas of Practice
Advisor Information
Office location
1818 Market Street, 22nd Floor, Philadelphia, PA, 19103
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
Christopher is a board member and investment committee member at Comprehensive Learning Center LLC, a school for individuals with Autism, since September 2024. He spends minimal time helping with fundraising events.