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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Fees are negotiable in limited circumstances.
Fee Estimator
For investment management, the annual advisory fee is based on a percentage of assets under management, billed quarterly in advance. For stand-alone financial planning, fees range from $1,000 to $100,000 on a fixed fee basis or $200 to $500 per hour. Retirement plan consulting fees range from 0.25% to 1% of plan assets. Fees are negotiable based on factors like assets managed and complexity. Certain legacy clients may have different pre-existing service offerings and fee schedules.
Areas of Practice
Advisor Information
Office location
1000 Madison Avenue, Suite 208, Audubon, PA, 19403
Get directionsRegulatory History
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