267-613-8406 | Lansdale, PA
267-613-8406 | Lansdale, PA
Fees
Financial/Retriement Planning
We charge a flat fee for any financial planning or retirement planning work. If we manage your assets, typically there are no additional fees for financial/retirement planning work.
Asset Management
Clients that ask us to manage/invest their assets are charged a fee based on account type and asset level. Those fees are typically between 0.5% and 1% of assets per year. Fees are billed quarterly and in arrears.