| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,001.
500 W Office Center Drive, Suite 300, Fort Washington, PA, 19034
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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 →Bret is the Vice President of Colony Pools Service of PA, a swimming pool maintenance and servicing company, since December 2020. He dedicates minimal time to this non-investment related business, focusing on strategic planning and finances.