Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The advisory fee is negotiable and varies based on services provided, typically taking the form of a percentage of assets under management, ranging up to 2.00% per annum. Clients receiving financial planning and consulting services may be subject to an additional negotiable hourly or flat fee. Fees are billed quarterly in advance. The firm may 'household' certain client accounts for fee calculation purposes.
Areas of Practice
Advisor Information
Office location
1605 N. Cedar Crest Blvd, Allentown, PA, 18104
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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Matthew is the Owner/President of Dacinia Digital, a digital agency focused on establishing and growing clients' online presence. He spends about 10-20% of his time managing clients and ensuring contracted work is completed effectively.