Overview
- Headquarters
- Wyomissing, PA
- Total Firm Assets
- $335 million
- Average High-Net-Worth Client Portfolio Size
- $2.2 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: ADV PART 2A 03-28-2025 (2025-03-28)
· View brochure text
Latest filing: ADV PART 2A 03-27-2026 (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,500,000 | 0.80% |
| $2,500,001 | $5,000,000 | 0.70% |
| $5,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $39,500 | 0.79% |
| $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
- 64.23%
- Number of High-Net-Worth Clients
- 97
- Total Client Accounts
- 195
- Discretionary Accounts
- 192
- Non-Discretionary Accounts
- 3
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 107068
- ADV PART 2A 03-27-2026 (2026-03-27) · View brochure text
- ADV PART 2A 03-28-2025 (2025-03-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗