Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
738 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$2.4B
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Blended fees are calculated by assessing percentage rates to the market value of the account using predefined asset levels. Minimum quarterly fee of $1,250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
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Contact
Rachel Fieweger Moran
Location
30 South 17th Street, Suite 1620, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History
Clean regulatory record
No 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 →Employment History
Current Registrations
Rtd Financial Advisors INC
November 2013 - Present · 12 yrs 3 mos
Previous Registrations
The Fairman Group, LLC
June 2012 - October 2013 · 1 yr 4 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Contact
Rachel Fieweger Moran