Jake Dilaura is a registered investment advisor at Stonecrop Wealth Advisors, LLC, based in West Chester, PA. Jake 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
Assets Under Management
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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