Bryan Mahon is a registered investment advisor at Faithward Advisors, LLC, based in Lancaster, PA, with 4 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 3,114 clients with $1.1B in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. Household accounts and charity board member accounts may be aggregated to reach lower fee tiers.
275 Hess Boulevard, Suite 100, Lancaster, PA, 17601
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