Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are typically paid quarterly and generally do not exceed 2% of assets under management. Financial planning fees are either hourly ($150-$350) or fixed ($650-$2,500), depending on the scope and complexity. These fees may be adjusted based on the client's situation. A minimum total investment amount of $250,000 is generally required, but a lesser amount will be considered.
Areas of Practice
Advisor Information
Office location
109 Pheasant Run, Newtown, PA, 18940
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a retirement benefit consultant for SDM Inc. since 2019, but spends no time on this. He also works full-time as a Registered Representative for M Holdings Securities, Inc. and as an Investment Advisory Representative for LRI Investments, LLC.