Assets Under Management
$341.9M
Number of Clients
20
Number of Advisors
17
Average Client AUM
$17.1M
AUM per Advisor
$20.1M
Compensation
Fee-Only (AUM)
Haverford Financial Services offers investment services including equity portfolios (high-quality, dividend-paying, large-cap securities), global allocation strategies (using ETFs), and fixed income portfolios. They also provide investment advisory services to separately managed accounts and wrap accounts. The firm manages discretionary assets and may enter into sub-advisory relationships.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for accounts over $50 Million
Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087-4546