Overview
- Headquarters
- Venetia, PA
- Total Firm Assets
- $223 million
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
- Stated Minimum Account Size
- $5,000
Fee Disclosure
Source: FORM ADV PART 2A (2026-02-28)
· View brochure text
Latest filing: FORM ADV PART 2A MSTWA (2026-02-28)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $4,000,000 | 0.90% |
| $4,000,001 | $6,000,000 | 0.75% |
| $6,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $1,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $44,500 | 0.89% |
| $10 million | Negotiable | Negotiable |
| $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
- 71.20%
- Number of High-Net-Worth Clients
- 59
- Total Client Accounts
- 368
- Discretionary Accounts
- 365
- Non-Discretionary Accounts
- 3
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 122460
- FORM ADV PART 2A (2026-02-28) (fee schedule source) · View brochure text
- FORM ADV PART 2A MSTWA (2026-02-28) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗