Overview
- Headquarters
- Williamsport, PA
- Total Firm Assets
- $1.5 billion
- Average High-Net-Worth Client Portfolio Size
- $0.7 million
Fee Disclosure
Source: 2026 KINTRA WEALTH PART 2A (2026-07-20) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $62,500 | 1.25% |
| $10 million | $125,000 | 1.25% |
| $50 million | $625,000 | 1.25% |
| $100 million | $1,250,000 | 1.25% |
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
- 60.98%
- Number of High-Net-Worth Clients
- 1,304
- Total Client Accounts
- 6,309
- Discretionary Accounts
- 6,309
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 299407
- 2026 KINTRA WEALTH PART 2A (2026-07-20) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗