Firm Information
Compensation
Number of Advisors
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Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are charged hourly (up to $500/hour) or as a flat/project-based fee (typically not exceeding $75,000). These fees are negotiable when bundled with implementation. Advisory account management fees are also negotiable, not exceeding 2.7%. Transaction-based accounts have lower custodial fees but charge per transaction. Asset-based accounts have higher custodial fees that include transaction costs. AIM strategies have varying fees detailed in the representative's ADV Supplement. A minimum planning fee of $100 is required. Wrap-fee programs require account values of at least $15,000.
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Advisor Information
Office location
159 Perry Highway, Pittsburgh, PA, 15229
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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
Bernard works as a broker at Penn Financial Services, LLC, selling life, health insurance, and annuities, dedicating about a third of his time to this. He also works as a Senior Signaling Design Engineer at Hitachi Rail STS Inc., spending nearly full-time hours on this non-investment related role.