Fiduciary advisors in Erie, PA
6 registered advisers
Erie is one of several Pennsylvania cities with a measurable fiduciary advisory presence. Local investors can choose from 6 SEC-registered fiduciary advisors, 6 of which are fee-only.
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$387M
Minimum--
Clients208
ELITE LIFE MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$147M
Minimum--
Clients279
HBKS WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee2.75%
AUM$7.7B
Minimum--
Clients21,190
PARK SHORE PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.25%
AUM$110M
Minimum--
Clients5
ROBBINS WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$221M
Minimum--
Clients372
WEDGEWOOD INVESTORS INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$201M
Minimum--
Clients265