How much do you charge?

Fees for one-time reviews vary depending on the complexity of your situation and what you’d like us to do, but we know most people either can’t or won’t pay thousands of dollars out of pocket for financial advice so we try to keep our fees very reasonable. And we’ll always let you know the fee up front, before we do the work, so you can decide if you want to go ahead.

Fees for ongoing advice are usually based on a percentage of assets under management and are usually deducted from the accounts we manage on a quarterly basis. A retainer arrangement is also possible.

Where are you located?

Our Client Service offices are in the Eagleview Corporate Center in Exton, PA.

Do I need to come to the office?

No. We find almost all of our clients prefer to meet in their own homes. We like it too because if there’s a document we need, it’s readily available. But if you’d rather meet at the office, we can certainly do that.

Do I have to make a long term commitment?

No. If you want us to just do a one-time review, we can do that and there’s no obligation beyond that. Even if you sign up for ongoing investment management, there’s no long term commitment and you can terminate the arrangement at any time.

Will you try to sell me something?

Absolutely not. We don’t sell insurance, annuities, mutual funds, limited partnerships or any other product. The only thing we provide is objective advice.

How do I get started?

Call us at 610-942-8656 to request a free, no obligation initial consultation. We’ll meet with you and tell you if we think we can help. If we can’t, we’ll tell you. If we think we can, we’ll tell you that too and we’ll let you know how much it will cost.