Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the wrap fee program pay a single annualized fee, based on a percentage of the market value of assets or a flat fee of $3,000, whichever they choose. The percentage-based fee can be 0.5%, 1.0%, 1.5%, or another mutually agreed-upon value, up to a maximum of 2.0% of assets under management, excluding program, product, custodial, or mutual fund fees. Financial planning is also offered on an hourly basis, ranging from $150 to $250 per hour, depending on the tasks or circumstances. Fees are negotiable for special situations. An initial deposit may be required.
Areas of Practice
Advisor Information
Office location
Claysburg, PA
Get directionsRegulatory History (1)
Employment Separation After Allegations
April 2007Other Business ActivitiesSells Insurance
Heidi works as an investment advisor and spends about 10-20% of her time on this. She also assists her husband with paperwork and purchasing properties for Kennedy Housing LLC, and is a divisional manager for Baltimore Life Companies, focusing on training agents in fixed insurance, annuities, health, and property & casualty insurance, taking about a quarter of her time. Heidi also serves as a principal and officer for Atlas Insurance Distributors.