Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual fees for discretionary accounts range from 0.5% to 3.00% of assets under management. Fees are normally billed in advance, based on the net asset value of a client’s account. Financial planning services are available for a flat fee or at an hourly rate, negotiated between you and your investment adviser representative. There is no stated minimum annual fee or minimum investment.
Areas of Practice
Advisor Information
Office location
51 Woodland Dr, Glen Mills, PA, 19342
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
Alison is the Director of Marketing and Operations at Daniel A. White & Associates, where she attends client service meetings regarding annuities and annuity sales, dedicating about 10-20% of her time. Alison also has an insurance license.