Lancaster County Financial Group, LLC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Lancaster County Financial Group (LCFG) provides investment advice and wealth planning services to individuals, trusts, retirement plans, and businesses. LCFG offers managed asset allocation model (MAAM) account management, wealth planning and management, and consulting services. Christopher W. Hasircoglu, the owner, has over 34 years of experience. LCFG is legally required to act in your best interest.

Assets Under Management$54M
Clients261
Advisors1
Avg. per Client$210K
Avg. per Advisor$54M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K1.25%
$150K - $300K0.99%
$300K - $600K0.89%
$600K - $1000K0.79%
$1M+0.75%

For conservative income portfolios, the fee is 0.45% on all assets. Fees may be negotiable under special circumstances.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Lancaster County Financial Group, LLC | TrueAdvisor