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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may vary depending on the portfolio, its complexity, and overall management. Fees are negotiable.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, but the exact percentage may vary depending on the specific portfolio, its complexity, and overall management. The brochure indicates fees are approximately 1.00% for accounts between $100,000 and $1,000,000, and 1.00% or individually negotiated for accounts over $1,000,000. Financial planning is charged either hourly (up to $500/hour) or as a fixed fee based on net worth. Fees and account minimums are negotiable.
Areas of Practice
Advisor Information
Office location
120 E Uwchlan Avenue, Suite 201, Exton, PA, 19341
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
Joshua is a multiline insurance agent affiliated with Horace Mann Service Corp., offering various insurance products. He also serves as a board member for both the West Chester Education Foundation and the Downingtown Education Foundation, dedicating minimal time to each.