JP
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
391 clients
Average Client Portfolio
$6.1M average
Assets Under Management
$2.4B
Fee Structure
Financial Planning:Included in AUM fee
Financial Plan Fee:$12,500
The firm charges $3,125 per quarter ($12,500 per year) for ongoing financial planning services, which includes investment management at no additional cost. If a third-party manager is engaged, they may charge a separate fee. Fees may be directly debited from client accounts. The minimum account size is $1,000,000 in investable assets, but this is negotiable in some cases.
Areas of Practice
Financial Planning & CoachingInvestment ManagementHigh Net Worth
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Advisor Information
Office location
West Chester, PA
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
Wedmont Private Capital
December 2019 - Present · 6 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
January 2016 - January 2020 · 4 yrs
UBS Financial Services INC. Broker
January 2016 - January 2020 · 4 yrs
Credit Suisse Securities (usa) LLC
September 2014 - March 2016 · 1 yr 6 mos
Credit Suisse Securities (usa) LLCBroker
August 2014 - March 2016 · 1 yr 7 mos
State Registrations2 states
METX
Advisor
Exams
No exam information available for this advisor.