Overview
- Headquarters
- Montgomeryville, PA
- Total Firm Assets
- $3.3 billion
- Average High-Net-Worth Client Portfolio Size
- $3.6 million
Recent Rankings
#9 Lowest-Fee RIA in Pennsylvania for $2M Portfolios
#13 Lowest-Fee RIA in Pennsylvania for $10M Portfolios
Fee Disclosure
Source: FORM ADV PART 2A BLBB_3_30_2026 (2026-07-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.85% |
| $2,000,001 | $5,000,000 | 0.70% |
| $5,000,001 | $10,000,000 | 0.55% |
| $10,000,001 | and above | 0.40% |
Stated Minimum Annual Fee: $1,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $39,500 | 0.79% |
| $10 million | $67,000 | 0.67% |
| $50 million | $227,000 | 0.45% |
| $100 million | $427,000 | 0.43% |
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
- 75.02%
- Number of High-Net-Worth Clients
- 678
- Total Client Accounts
- 3,957
- Discretionary Accounts
- 3,913
- Non-Discretionary Accounts
- 44
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 139096
- FORM ADV PART 2A BLBB_3_30_2026 (2026-07-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗