| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Investment advisory fee is negotiable in limited circumstances.
1000 Madison Avenue, Suite 208, Audubon, PA, 19403
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Norman is the Investment Committee Chair and Trustee for InFaith, a faith-based ministry and missions organization. He dedicates a few hours per week to this investment-related activity.