Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Management service fees are up to 1.85% annually, based on factors like investment types and relationship size. Fees may be negotiable. Financial planning fees range from $150 to $400 per hour or are offered as fixed fees. Ongoing financial planning and consulting fees range up to $15,000 per quarter. Retirement plan advisory fees are up to 1.25% annually.
Areas of Practice
Advisor Information
Office location
1065 Andrew Drive, West Chester, PA, 19380
Get directionsRegulatory History (2)
Judgment / Lien
November 2018Judgment / Lien
February 2018Other Business ActivitiesSells Insurance
Brandon is a sales agent for life, health, group life, group health, fixed annuities, disability, and voluntary benefits programs, dedicating a few hours per week. He also owns Elite Mind Connections, a professional networking group, taking about 10-20% of his time, and works as a college funding coach since 2014, also taking about 10% of his time.