Overview
- Headquarters
- Newtown Square, PA
- Total Firm Assets
- $1.1 billion
- Average High-Net-Worth Client Portfolio Size
- $5.5 million
Fee Disclosure
Source: ADV PART 2A - FIRM BROCHURE (2026-03-20)
· View brochure text
Latest filing: ADV PART 2A, APP 1 - WRAP BROCHURE (2026-03-20)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.50% |
Stated Minimum Annual Fee: $2,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
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
- 93.01%
- Number of High-Net-Worth Clients
- 183
- Total Client Accounts
- 2,778
- Discretionary Accounts
- 2,724
- Non-Discretionary Accounts
- 54
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 170052
- ADV PART 2A, APP 1 - WRAP BROCHURE (2026-03-20) · View brochure text
- ADV PART 2A - FIRM BROCHURE (2026-03-20) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗