ECA's advisory fees may not exceed 2.25% of assets under management, with the specific amount depending on the financial advisor and program chosen. Managed Model Portfolios have an ECA administration fee of 0.25-0.75% and a financial advisor fee of 0.00-1.25%. Advisor Directed Managed Accounts have an ECA administration fee of 0.25% and a financial advisor fee of 0.00-1.75%. Self-Directed Brokerage Accounts have an advisory fee of 1.25% and an administrative services fee of 0.70%. Financial planning fees range from $1,500 to $10,000, depending on complexity. Hourly consulting fees range from $150 to $500 per hour.
Chalfont, PA
Get directionsGerard owns GJO Financial, LLC, an insurance business focused on selling life insurance and annuities since 2009, taking about 10-20% of his time. He also volunteers at Central Bucks South High School and teaches accounting and finance to MBA students at LaSalle University.