Martina Pfeuffer is a CFP-designated registered investment advisor at Haverford Financial Services, INC., based in Radnor, PA, with 15 years of industry experience. Martina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees are negotiable at the firm's discretion. Wrap account fees generally range from 0.20% to 0.55%.
Fee Estimator
Location
Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087-4580
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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 →Employment History
Current Registrations
Haverford Financial Services, INC.
Previous Registrations
Affinity Wealth Management LLC
Clarfeld
Citizens Securities, INC.
Citizens Securities, INC.Broker
Wells Fargo Clearing Services, LLCBroker
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.
Exams
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