Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are typically paid quarterly and generally do not exceed 2% of assets under management. Financial planning fees are either hourly ($150-$350) or fixed ($650-$2,500), depending on the scope and complexity. These fees may be adjusted based on the client's situation. A minimum total investment amount of $250,000 is generally required, but a lesser amount will be considered.
Areas of Practice
Advisor Information
Office location
109 Pheasant Run, Newtown, PA, 18940
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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
Brian is affiliated with JKJ Financial as an associate, prospecting and servicing clients with fixed life insurance products. He is also an associate with M Holdings Securities, Inc., and an Investment Advisory Representative with LRI Investments, LLC, dedicating full-time hours to each role.