| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Minimum account size of $2,000,000 is required for the Wealth Management Program, but may be negotiable, subject to a $25,000 minimum fee.
30 South 17th Street, Philadelphia, PA, 19103-4196
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