Dalton Greiner is a registered investment advisor at Stonecrop Wealth Advisors, LLC, based in West Chester, PA, with 1 years of industry experience. Dalton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 896 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Stonecrop Wealth Advisors prefers to provide both financial planning and investment advisory services together. The annual fee for investment advisory and ongoing financial planning services ranges from 0.50% to 0.95% of the value of your portfolio, charged quarterly in advance. There is no minimum fee. Portfolio management services may also be charged as a fixed fee, ranging from $4,000 to $20,000, depending on the assets managed and complexity of the client's circumstances.
Location
2 West Market Street, Suite 200, West Chester, PA, 19382
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stonecrop Wealth Advisors, LLC
State Registrations1 state
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