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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
The minimum threshold for fees and/or Assets Under Management is at times adjusted based upon an estimation of the complexity and time anticipated for the services to be rendered.
Fee Estimator
You'll pay an annual fee based on the market value of your portfolio. For example, the first $1,000,000 is charged 1.00%. The firm requires a minimum of $1,000,000 in assets under management. The minimum threshold for fees and/or Assets Under Management is at times adjusted based upon an estimation of the complexity and time anticipated for the services to be rendered. Clients may negotiate a flat fee or a higher annual fee percentage than disclosed in the standard fee schedule if their account assets do not meet the minimum asset level.
Areas of Practice
Advisor Information
Office location
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA, 19428
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.
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Jason has been an Adjunct Professor at Temple University since 2014, teaching a course on personal financial planning and investing. This takes a few hours per week.