Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees are based on the market value of assets under management, up to 1.85% annually, billed quarterly in advance. Fees may be negotiable. Financial planning fees are either hourly ($150-$400/hour) or fixed, with ongoing fees up to $15,000 per quarter or up to 1% of assets being consulted on. Retirement plan advisory fees are up to 1.25% annually. Clients may incur third-party fees and fund expenses.
Areas of Practice
Advisor Information
Office location
1065 Andrew Drive, West Chester, PA, 19380
Get directionsRegulatory History (4)
Customer Dispute
October 2025Customer Dispute
March 2022Customer Dispute
September 2021Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Blake is an Investment Advisor Representative and Registered Representative, dedicating most of his time to these roles. He also owns a percentage of a building through Elmwood Properties LLC, is involved with Fellows Risk Solutions selling insurance products, and has several passive investments in real estate, technology, and other ventures.