Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial plans can cost up to $5,000, payable in two installments. Hourly advice is available for up to $500 per hour, negotiable and payable at the end of the meeting. Investment management fees are a percentage of assets managed, not exceeding 2% annually, billed monthly or quarterly. A set-up fee of up to $100 per account, with a maximum of $200 per household, may be charged. Seminar attendance can cost up to $100.
Areas of Practice
Advisor Information
Office location
Scenic Drive Professional Center, 200 Brush Run Rd Suite A, Greensburg, PA, 15601
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
Cherie works as a bartender and server at Jiggers Pub, dedicating about a quarter of her time. She also works as an operations administrator for PWR Planners LLC, which involves securities, insurance, and investment advisory services, taking up more than full-time hours.