Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
1051 Lindenhurst Road, Yardley, PA, 19067
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 Activities
Jesse is the owner of B. E. 2A Properties LLC, a company involved in residential home purchase, improvement, renovation, and re-sale. He spends minimal time on this activity.