| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000. The fee schedule for trust services differs.
6666 Passer Road, Suite 4, Coopersburg, PA, 18036
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Learn about disclosures →Trudy owns Truly Trudy's Sweets & Treats, a candy, chocolate, and baked goods business, dedicating about 10-20% of her time. She is also a financial advisor at Oaktree Advisors and a registered representative with Purshe Kaplan Sterling Investments, spending nearly full-time hours on these investment-related activities. Additionally, Trudy is an insurance agent, spending minimal time explaining products and taking applications.