Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable and may be lower based on client tenure or advisor discretion.
Fee Estimator
Financial planning fees range from $500 to $25,000 or $200 per hour, depending on complexity. Portfolio management fees are based on a percentage of assets managed (see table). Governmental pension plan fees are fixed at $150,000 annually for the first three years. Fees are negotiable and may vary based on client tenure or advisor discretion.
Areas of Practice
Advisor Information
Office location
15 E Ridge Pike, Conshohocken, PA, 19428
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
Paul is an independent insurance agent selling disability, life/accident/health, and LTC insurance, dedicating a few hours per week. He is also involved in several real estate investment and management LLCs, a passive private investment, and serves as a board member for The Economy League of Philadelphia and the Jewish Business Network.