Lancaster County Financial Group, LLC
Lancaster County Financial Group provides personalized portfolio management, wealth planning, and consulting services. Founded in 2002 and based in Lancaster, Pennsylvania, the firm offers customized asset allocation models ranging from conservative income portfolios to growth-oriented equity strategies. Lancaster County Financial Group also assists clients with retirement planning, estate analysis, administrative services, and general financial consulting. The firm acts in your best interest as a legally required fiduciary and tailors its recommendations to your specific financial situation, investment objectives, tax status, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.25% |
| $150K - $300K | 0.99% |
| $300K - $600K | 0.89% |
| $600K - $1.0M | 0.79% |
| $1M+ | 0.75% |
Conservative Income portfolios are charged a flat 0.45% annual fee regardless of portfolio size. Fees may be negotiated under special circumstances.