Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Personal Wealth Management fees range from $1,500 to $30,000 per quarter, based on total wealth under advisement and complexity. Employer Retirement Plan fees vary depending on the plan type and assets. Investment Management fees for Trusts and Non-Profits are also tiered based on assets. Investment Consulting fees for Trusts and Non-Profits are flat amounts based on asset tiers, subject to a minimum fee of $6,250 per quarter and minimum assets of $5,000,000. Fees are exclusive of brokerage commissions and other related costs.
Areas of Practice
Advisor Information
Office location
30 S. 17th Street, Ste 1620, Philadelphia, PA, 19103
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Stephen Frederick HorstmannRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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