Courtney Kauffman is a CFP-designated registered investment advisor at Prowell Financial Management, LLC, based in Exton, PA, with 4 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Tax Planning. Their firm serves 60 clients with $8.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PFM offers asset management services, typically charging a fixed fee ranging from $25,000 to $350,000 per year, based on the complexity of the account. In limited cases, PFM may charge a percentage of the assets managed, ranging from 0.00% to 0.65% annually, depending on the amount and type of assets. Fees are negotiable.
Location
717 Constitution Drive, Suite 102, Exton, PA, 19341
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Prowell Financial Management, LLC
State Registrations1 state
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