Overview

Headquarters
Narberth, PA
Total Firm Assets
$150 million
Average High-Net-Worth Client Portfolio Size
$3.5 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: AUERBACH INVESTMENT SERVICES BROCHURE (2026-05-15) · View brochure text

MinMaxDisclosed Annual Rate
$0 $750,000 1.50%
$750,001 $3,000,000 1.35%
$3,000,001 $5,000,000 1.25%
$5,000,001 $7,500,000 1.15%
$7,500,001 $10,000,000 1.10%
$10,000,001 and above 1.07%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $14,625 1.46%
$5 million $66,625 1.33%
$10 million $122,875 1.23%
$50 million $550,875 1.10%
$100 million $1,085,875 1.09%

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
79.27%
Number of High-Net-Worth Clients
34
Total Client Accounts
112
Discretionary Accounts
110
Non-Discretionary Accounts
2

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting

Regulatory Filings

SEC CRD Number
290041
  • AUERBACH INVESTMENT SERVICES BROCHURE (2026-05-15) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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