Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Management service fees are generally paid quarterly, in advance, and are based on the market value of assets under management, up to 1.85%. Fees may be negotiable. Financial planning and consulting fees are either hourly ($150-$400/hour) or fixed fee. Ongoing financial planning and consulting fees range up to $15,000, invoiced quarterly in advance. Retirement plan advisory services are charged an annual asset-based fee of up to 1.25%.
Areas of Practice
Advisor Information
Office location
1065 Andrew Drive, West Chester, PA, 19380
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
Michael is an Investment Advisor Representative and Registered Representative, spending most of his time in those roles. He also engages in insurance planning through Fellows Risk Solutions, sells fixed annuities through Advisors Excel, and is an investment representative and financial advisor for Financial Group Too, dedicating minimal time to each of these activities.