Overview
- Headquarters
- State College, PA
- Total Firm Assets
- $268 million
- Average High-Net-Worth Client Portfolio Size
- $2.8 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: INVESTED ADV PART 2A (2026-05-13) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.30% |
| $500,001 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.75% |
| $3,000,001 | $5,000,000 | 0.60% |
| $5,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,500 | 1.15% |
| $5 million | $38,500 | 0.77% |
| $10 million | $63,500 | 0.64% |
| $50 million | $263,500 | 0.53% |
| $100 million | $513,500 | 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
- 65.56%
- Number of High-Net-Worth Clients
- 62
- Total Client Accounts
- 639
- Discretionary Accounts
- 626
- Non-Discretionary Accounts
- 13
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 311243
- INVESTED ADV PART 2A (2026-05-13) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗