Fiduciary advisors in Center Valley, PA
4 registered advisers
Current count for Center Valley, Pennsylvania: 4 fiduciary advisors with active SEC registration, 3 operating fee-only.
ARGYLE CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$317M
Minimum--
Clients138
HAMEL ASSOCIATES,INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$515M
Minimum--
Clients236
MB, LEVIS & ASSOCIATES,LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$375M
Minimum--
Clients573
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$1.8B
Minimum--
Clients2,764