Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
A minimum of $2,000,000 of assets under management is required for the Wealth Management Program. This minimum account size may be negotiable under certain circumstances, but may still be subject to a $25,000 minimum fee.
Fee Estimator
The Wealth Management Program has a tiered fee schedule based on assets under management. The Entrada® Management Program has a 1.0% annual fee. The Entrada® Management Program (MRK PBW) is 1.00% of assets under management, plus an annual financial planning retainer of $1,200, with a $3,500 minimum annual fee. The Initial Wealth Management Plan (MRK Powered by Wescott) ranges from $7,500 to $15,000. Financial consulting services are billed hourly at $150 - $750 per hour. The minimum annual fee for Family Office Solution Services is $50,000.
Areas of Practice
Advisor Information
Office location
30 South 17th Street, Philadelphia, PA, 19103-4196
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
James is a licensed insurance agent in Pennsylvania for life, accident, and health insurance since 2020, but dedicates no time to it currently. He also spends minimal time per month with Quality Community Living, Inc. since 2019.