| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Minimum account size of $2,000,000 is required for the Wealth Management Program, but may be negotiable, subject to a $25,000 minimum fee.
30 South 17th Street, Philadelphia, PA, 19103-4196
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Learn about disclosures →James is a licensed insurance agent in Pennsylvania for life, accident, and health insurance since 2020, but dedicates no time to it currently. He also spends minimal time per month with Quality Community Living, Inc. since 2019.