Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FIA charges up to 1% annually for asset management, billed monthly in advance. ERISA plan service fees are also capped at 1% annually and are negotiable. Institutional asset management has a $10 million minimum and fees are negotiable. Financial planning is offered hourly at $300/hour or fixed between $3,500 and $10,000. Ongoing financial planning ranges from $1,200 to $24,000 annually, paid monthly in advance. Seminars and workshops are $1,875/day in person and $350/day virtually.
Areas of Practice
Advisor Information
Office location
1800 Jfk Boulevard, Suite 300, Philadelphia, PA, 19103
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.
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Alisha works as a Senior Investment Analyst at Financial Integrity Resource Management, LLC since October 2023. This activity takes nearly full-time, including time spent on securities trading.