Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Personal Wealth Management fees range from $1,500 to $30,000 per quarter, based on total wealth under advisement and complexity. Employer Retirement Plan fees vary depending on the plan type and assets. Investment Management fees for Trusts and Non-Profits are also tiered based on assets. Investment Consulting fees for Trusts and Non-Profits are flat amounts based on asset tiers, subject to a minimum fee of $6,250 per quarter and minimum assets of $5,000,000. Fees are exclusive of brokerage commissions and other related costs.
Areas of Practice
Advisor Information
Office location
30 S. 17th Street, Ste 1620, Philadelphia, PA, 19103
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.
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Nicole works as an account executive at Innovative Benefit Planning, LLC, an employee benefit and financial services company, since 2008. This takes about a quarter of Nicole's time and occurs during securities trading hours.