EW
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
118 clients
Average Client Portfolio
$905K average
Assets Under Management
$106.8M
Fee Structure
Minimum Investment:$1M
Financial Plan Fee:$5,000 - $50,000
The maximum annual fee for Asset Management is 1.25%, Comprehensive Portfolio Management is 2.00%, and Portfolio Monitoring is 1.00%. Fees are negotiable and billed quarterly in advance. Financial planning fees are flat and will not exceed $50,000. Tax service fees range from $500-$1,200. A minimum account balance of $1,000,000 is required for Comprehensive Portfolio Management. Written financial plans are generally assessed a minimum fee of $5,000.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingHigh Net Worth
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Advisor Information
Office location
1051 Lindenhurst Road, Yardley, PA, 19067
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Attleboro Wealth Management LLC
February 2022 - Present · 3 yrs 11 mos
Previous Registrations
Kestra Advisory Services, LLC
December 2018 - February 2022 · 3 yrs 2 mos
Kestra Investment Services, LLCBroker
November 2018 - February 2022 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - December 2017 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
January 2015 - December 2017 · 2 yrs 11 mos
State Registrations3 states
NJPATX
Advisor
Exams
No exam information available for this advisor.