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 - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for accounts over $50 million.
Fee Estimator
Haverford Financial charges an annual fee based on the value of your account. For individually managed accounts, the fee is 1.00% on the first $2 million, 0.75% on the next $3 million, 0.50% on the next $20 million, and 0.35% on the next $25 million. Fees are negotiable for accounts over $50 million. Fees for wrap accounts range from 0.20% to 0.55%. Fees are negotiable and may vary based on client type, asset class, and other factors. The firm generally requires a minimum account size of $1,000,000 for individually managed accounts.
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
David is involved with Moniz Dental Group PLLC d/b/a The Schiff Dental Group, a dental practice, since April 2021, dedicating minimal time. His duties include attending quarterly meetings and consulting with the owner (his wife).