Beth Vulopas
Beth Vulopas is a registered investment advisor at Chestnut Street Investment Counsel, LLC, based in Lancaster, PA, with 6 years of industry experience. Beth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 85 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
144 East Chestnut Street, Lancaster, PA, 17602
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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
Chestnut Street Investment Counsel, LLC
Previous Registrations
Financial Advisory Services, LLC
Atwater Malick
State Registrations1 state
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