Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The fee for Wealth Management services is based on a tiered percentage of assets managed. For example, the first $1,000,000 is charged 1.15% annually. The minimum account size is $500,000, but this may be waived. A minimum annual fee of $2,000 may be imposed. Fees are billed and payable quarterly in arrears. Legacy clients may receive a lower fee schedule. Persons providing investment advice may receive commission-based compensation in connection with the purchase and sale of securities and insurance products.
Areas of Practice
Advisor Information
Office location
333 West Germantown Pike, East Norriton, PA, 19403
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
Luc is licensed in life, accident, and health insurance, but this activity is non-investment related. He spends a few hours per week on this.