Overview
- Headquarters
- Chadds Ford, PA
- Total Firm Assets
- $238 million
- Average High-Net-Worth Client Portfolio Size
- $238.4 million
Fee Disclosure
Source: PF ADVISORS ADV 2A (2025-03-12)
· View brochure text
Latest filing: PF ADVISORS ADV 2B (2025-03-12)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,500,000 | 1.00% |
| $2,500,001 | $10,000,000 | 0.75% |
| $10,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $43,750 | 0.88% |
| $10 million | $81,250 | 0.81% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
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
- 100.00%
- Number of High-Net-Worth Clients
- 1
- Total Client Accounts
- 8
- Non-Discretionary Accounts
- 8
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 277156
- PF ADVISORS ADV 2A (2025-03-12) (fee schedule source) · View brochure text
- PF ADVISORS ADV 2B (2025-03-12) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗