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
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
Michael is a group health insurance plan consultant/partner for a specific company since 2012. He helps service the plan and receives compensation based on referral fees, dedicating minimal time to this activity.