Overview

Headquarters
Ambler, PA
Total Firm Assets
$555 million
Average High-Net-Worth Client Portfolio Size
$7.1 million

Fee Disclosure

Source: LANSING STREET DISCLOSURE BROCHURE (2026-08-13) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,500,000 1.00%
$2,500,001 $10,000,000 0.75%
$10,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $43,750 0.88%
$10 million $81,250 0.81%
$50 million $281,250 0.56%
$100 million $531,250 0.53%

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
87.69%
Number of High-Net-Worth Clients
69
Total Client Accounts
561
Discretionary Accounts
561

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
306882
  • LANSING STREET DISCLOSURE BROCHURE (2026-08-13) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions