Overview

Headquarters
Hermitage, PA
Total Firm Assets
$343 million
Average High-Net-Worth Client Portfolio Size
$3.2 million

Fee Disclosure

Source: FORM ADV PART 2A - DISCLOSURE BROCHURE (2026-02-10) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.25%
$500,001 $1,000,000 1.00%
$1,000,001 $2,000,000 0.90%
$2,000,001 $3,000,000 0.80%
$3,000,001 $4,000,000 0.70%
$4,000,001 $5,000,000 0.60%
$5,000,001 and above 0.50%

Stated Minimum Annual Fee: $2,500

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,250 1.12%
$5 million $41,250 0.82%
$10 million $66,250 0.66%
$50 million $266,250 0.53%
$100 million $516,250 0.52%

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
71.15%
Number of High-Net-Worth Clients
76
Total Client Accounts
1,017
Discretionary Accounts
1,017

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
168073
  • FORM ADV PART 2A - DISCLOSURE BROCHURE (2026-02-10) (fee schedule source) · View brochure text

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

Frequently Asked Questions