Pennsylvania Advisory Services provides investment advice and financial planning to individuals, high net worth individuals, charitable organizations, corporations, and insurance companies. They offer discretionary portfolio management, financial planning, and pension consulting services. Investment advice is tailored to meet client needs and objectives. They may invest client assets according to model portfolios.
Assets Under Management$7.8M
Clients93
Advisors1
Avg. per Client$84K
Avg. per Advisor$7.8M
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K+ | 1.00% |
Fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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