Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees shall not exceed 1.25% per year based on total assets under management, but may vary based on account size, client circumstance, and/or a negotiated fee. The minimum annual fee is $20,000, applied quarterly as $5,000. Financial planning fees range from $10,000 to $25,000 as a fixed fee, or $250 to $500 per hour, with a minimum fee of $10,000. Consulting advice is billed at $250 to $500 per hour.
Areas of Practice
Advisor Information
Office location
1800 Fruitville Pike, Lancaster, PA, 17601
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 Activities
Robert is a limited partner in Morse Measurements LLC (automotive suspension testing) since 2007, a general partner in Simons LLC (rental real estate) and a limited partner in Simons Family Limited Partnership (rental real estate) since 2008, a board member/shareholder of Dart Trucking Co LLC since 2014, and a board member of Boyd Wilson Co (residential rental properties) since 2016. These activities require minimal time and are not investment-related.