Overview
- Headquarters
- Lancaster, PA
- Total Firm Assets
- $687 million
- Average High-Net-Worth Client Portfolio Size
- $3.1 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: ADV FORM 2A (2026-01-06) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.75% |
| $3,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $35,000 | 0.70% |
| $10 million | $60,000 | 0.60% |
| $50 million | $260,000 | 0.52% |
| $100 million | $510,000 | 0.51% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 72.54%
- Number of High-Net-Worth Clients
- 163
- Total Client Accounts
- 947
- Discretionary Accounts
- 947
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 147972
- ADV FORM 2A (2026-01-06) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗