Conestoga Wealth Management refers clients to third-party money managers like Betterment, GeoWealth, Symmetry, Loring Ward, and SEI Investments. Conestoga Wealth Management meets with clients to discuss their goals, risk tolerance, and time horizon. They also offer financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. They also offer a subscription-based service with online planning tools.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for amounts over $5,000,000. This fee schedule is for Paychex 401k and Employee Fiduciary Retirement Plan services. Conestoga Wealth Management acts as an advisor to the plan and offers education to participants within the plan.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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