Move Update

Company News

Construction on our new office building in Montgomeryville, PA is nearing completion and we expect to be fully open for business at our new location on January 22, 2019. Please stay tuned for more details and...

Announcing Our New Website

Company News

We are thrilled to announce that our new and improved website will launch this month! It’s been about five years since we last conducted a major website update and during that time our business has grown, our use of technology has become far more sophisticated, and...

In Memory of Frank Burke

Company News

We are saddened to announce that one of our founders, Franklin A. Burke, passed away in Sun City, Arizona this past weekend at age 83 after a brief illness. His wife, Elizabeth, son, Robert, and daughter, Sally, were by his side. Frank and Nicholas Lawton (d. 1989)...

We Welcome Greg Billings!

Company News

We are pleased to announce that Greg Billings, CFA joined us this quarter! Greg is our new Director of Systems Integration. In this capacity, Greg will be an integral part of our technology team and he will work closely with our Research Committee and our Trading and...
 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500