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
37 West Ave, Suite 301, Wayne, PA, 19087
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.
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Frederick is a director at Bryn Mawr Bank Corp since 2001 and Paycom Software Inc since 2014, dedicating a few hours per week to each role.