Overview
- Headquarters
- Yardley, PA
- Total Firm Assets
- $179 million
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
Fee Disclosure
Source: ADV PART 2A DISCLOSURE BROCHURE (2026-06-29) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 3.00% |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $30,000 | 3.00% |
| $5 million | $150,000 | 3.00% |
| $10 million | $300,000 | 3.00% |
| $50 million | $1,500,000 | 3.00% |
| $100 million | $3,000,000 | 3.00% |
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
- 95.56%
- Number of High-Net-Worth Clients
- 64
- Total Client Accounts
- 458
- Discretionary Accounts
- 438
- Non-Discretionary Accounts
- 20
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 326625
- ADV PART 2A DISCLOSURE BROCHURE (2026-06-29) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗