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 information.

 
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