Overview
- Headquarters
- Beaver, PA
- Total Firm Assets
- $157 million
- Average High-Net-Worth Client Portfolio Size
- $1.5 million
Fee Disclosure
Source: ADV 2A - FIRM DISCLOSURE BROCHURE (2026-04-27) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.40% |
| $500,001 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.80% |
| $3,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | $20,000,000 | 0.50% |
| $20,000,001 | $50,000,000 | 0.40% |
| $50,000,001 | and above | 0.30% |
Stated Minimum Annual Fee: $6,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,000 | 1.20% |
| $5 million | $40,000 | 0.80% |
| $10 million | $70,000 | 0.70% |
| $50 million | $240,000 | 0.48% |
| $100 million | $390,000 | 0.39% |
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
- 53.83%
- Number of High-Net-Worth Clients
- 56
- Total Client Accounts
- 961
- Discretionary Accounts
- 954
- Non-Discretionary Accounts
- 7
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 313711
- ADV 2A - FIRM DISCLOSURE BROCHURE (2026-04-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗