| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
Fees negotiable above $6,000,000.
538 Valley Brook Road, Suite 100, Venetia, PA, 15367
Get directionsNo 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 →