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, 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.
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Eugene is the Chief Investment Officer at The Glenview Trust Company, a wealth management firm, since January 2021. This takes about a quarter of his time.
Employment History
Current Registrations
Almanack Investment Partners
Previous Registrations
Avalon Investment & Advisory
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.