Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Investment Supervisory Services (ISS) fees are based on a percentage of assets under management: 1.50% on assets up to $1,000,000 and 1.00% on assets over $1,000,000. Financial planning fees range from $300 to $3,000 on a fixed fee basis, or $150 to $300 per hour. The minimum account size for ISS is $50,000, but may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
3570 Hamilton Blvd., Suite 301, Allentown, PA, 18103
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
Charles is a CPA since 2010, dedicating a few hours per week to this role. He also works as a controller for a property management business and sells fixed insurance, spending about 10-20% of his time on these activities.