Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for amounts over $10 Million.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). Fees are typically billed quarterly in advance. Fees are negotiable based on factors such as client type, asset class, pre-existing relationship, portfolio complexity and account size or other special circumstances or requirements.
Areas of Practice
Advisor Information
Office location
Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087-4546
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
George is the Chairman and CEO of Haverford Financial Securities, an SEC registered investment advisor. He dedicates approximately one day per week to strategic oversight.