| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees are negotiable and may be higher or lower based on the nature of the account.
150 N. Radnor Chester Road, Suite A225, Wayne, PA, 19087
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Christopher is involved in real estate acquisition and development with family members, dedicating a few hours per week. He also serves on the advisory board of the Archdiocese of Philadelphia, which is investment-related and takes minimal time.