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
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
Brenda is a member of SS&C Real Estate LLC and BeeGee, LLC, both real estate ventures, and trustee of SS&C Business & Tax Services, Inc. ESOP. She is also the President of Summers, Spencer & Company, P.A. (a CPA firm, full-time) and CFO of SS&C Solutions, Inc. (a CPA firm, about a quarter of her time).