Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
409 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$773.4M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)

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.

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Location

656 E Swedesford Road, Suite 301, Wayne, PA, 19087

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Almanack Investment Partners
April 2016 - Present · 9 yrs 11 mos
Previous Registrations
Gadsden
April 2019 - December 2019 · 8 mos
Spire Wealth Management, LLC
July 2015 - March 2016 · 8 mos
Almanack Strategies I, LLC
January 2015 - March 2015 · 2 mos
Almanack Strategies I, LLC
July 2014 - December 2014 · 5 mos
Almanack Strategies, LLC
December 2013 - March 2014 · 3 mos
Forefront Analytics, LLC
August 2010 - October 2013 · 3 yrs 2 mos
Gkfo, LLC
July 2010 - September 2013 · 3 yrs 2 mos
Pickwick Capital Advisors LLC
July 2009 - December 2010 · 1 yr 5 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.