Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees can be negotiated based on special circumstances.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management. The firm charges 1.00% on the first $2,000,000, 0.75% on the next $3,000,000, and 0.50% on assets exceeding $5,000,000. Fees can be negotiated based on special circumstances. Financial planning fees start at $5,000.00 and depend on the scope and complexity of services. Retirement plan investment advice has a minimum annual fee of $2,500.00.
Areas of Practice
Advisor Information
Office location
555 Croton Road, Suite 210, King of Prussia, PA, 19406
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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