Overview

Headquarters
Yardley, PA
Total Firm Assets
$398 million
Average High-Net-Worth Client Portfolio Size
$2.1 million

Fee Disclosure

Source: PART 2A OF FORM ADV_03-2024 (2026-10-07) · View brochure text

MinMaxDisclosed Annual Rate
$0 $50,000 1.75%
$50,001 $100,000 1.50%
$100,001 $200,000 1.25%
$200,001 $2,000,000 1.00%
$2,000,001 $5,000,000 0.75%
$5,000,001 $7,500,000 0.70%
$7,500,001 $10,000,000 0.65%
$10,000,001 $15,000,000 0.60%
$15,000,001 $20,000,000 0.55%
$20,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,875 1.09%
$5 million $43,375 0.87%
$10 million $77,125 0.77%
$50 million $284,625 0.57%
$100 million $534,625 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
92.63%
Number of High-Net-Worth Clients
177
Total Client Accounts
872
Non-Discretionary Accounts
872

Services Offered

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

Regulatory Filings

SEC CRD Number
121982

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

Frequently Asked Questions