Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for wealth management services range from 0.50% to 1.50% annually, based on assets managed. Certain legacy engagements may be charged different fees. Financial planning services, if engaged separately, have a maximum fee of $25,000. Family office services are negotiated based on the client's needs, potentially including a fixed annual rate up to $250,000. Clients are also responsible for fees charged by investment managers and custodians.
Areas of Practice
Advisor Information
Office location
31 North Main Street, New Hope, PA, 18938
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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Christopher serves as power of attorney for his mother and co-trustee for his uncle, both investment-related activities. He dedicates minimal time to these roles.