Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Almanack Investment Partners' investment management fee is a percentage of the value of your investments, generally ranging from 0.05% to 2.5% annually. Please consult with your individual advisor for their specific fee schedule. A minimum of $100,000 of assets under management is typically required for investment advisory services. The minimum account size may be waived by Almanack at its discretion as Almanack does not have a minimum asset management fee.
Location
656 E Swedesford Road, Suite 301, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Donna works as an independent contractor for McCormick Consumer Testing, participating in their consumer testing program since 2006. She spends minimal time on this activity, completing questionnaires after tasting products.
Employment History
Current Registrations
Almanack Investment Partners
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Almanack Investment Partners
Cetera Advisor Networks LLCBroker
United Capital Financial Advisers
Girard Securities, INC.Broker
Psa Financial Advisors INC
Psa Equities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.