| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10 Million. Using the previous tier's fee percentage as the starting point for negotiation.
Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087-4546
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Learn about disclosures →George is the Chairman and CEO of Haverford Financial Securities, an SEC registered investment advisor. He dedicates approximately one day per week to strategic oversight.