Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.25% to 2.00% annually, based on assets under management. A minimum of $500,000 in assets is required, but this may be negotiable. Financial planning fees range from $500 to $10,000, or up to $750 per hour for consultations, with a minimum annual fee of $2,500, which may be waived if the client also has assets under management with HCR.
Areas of Practice
Advisor Information
Office location
1708 Welsh Road, Philadelphia, PA, 19115
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
Daniel is the Director of Life, LTC and DI Division at Relation Insurance Services, a national insurance brokerage, dedicating full-time hours to this role. He sells various insurance products, including life insurance, disability insurance, long-term care insurance, and annuities, and acts as a broker for other licensed agents. Daniel is also a licensed agent with The Leaders Group, Inc., his broker-dealer, for selling variable life insurance products.