Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For financial analysis, the fee is negotiable up to $450 per hour. Alternatively, a fee based on a percentage of assets comprising the financial plan may be charged, not exceeding 2.5% annually, with a minimum annual fee of $1000. For asset management services, fees are based on a percentage of assets under management, up to a maximum of 2.25% annually, and may include third-party manager fees. Fees are payable quarterly in advance, but may be reduced or tiered at the advisor's discretion.
Areas of Practice
Advisor Information
Office location
3655 Route 202, Suite 100, Doylestown, PA, 18902
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
Todd works as an advisory representative for Kohlhepp Investment Advisors, dedicating full-time hours to this role. He is also an independent insurance agent for various companies, spending minimal time on this activity, and coaches youth athletics a few hours per week.