Beverly Bankus is a registered investment advisor at Assuredpartners Investment Advisors, based in Lancaster, PA, with 9 years of industry experience. Beverly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,159 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
APIA's fee for managing your investments is a percentage of the value of your portfolio. This fee is negotiable, with a maximum of 2.5% per year. The exact percentage depends on the size of your portfolio, your household, the complexity of the advice, and the scope of the relationship. If APIA uses third-party investment advisors, the total fee is shared between APIA and the third-party advisor.
Location
39 N. Duke St., Lancaster, PA, 17602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Assuredpartners Investment Advisors
Previous Registrations
Murray Wealth Management
State Registrations1 state
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