Flat / fixed fees in West Conshohocken, PA

6 advisers in West Conshohocken offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 6

Miller Investment Management, LPOne Tower Bridge, Ste 1400 · West Conshohocken, PA 19428 · (610) 834-9820 · Financial planningCRD 108380 · % of assets, Fixed fees, Performance-based fees · $7.1 billion AUMSEC registeredNo commissions reported Morgan Stanley Aip Gp LP100 Front Street, Suite 400 · West Conshohocken, PA 19428 · (610) 260-7600 · Flat / fixed feesCRD 117050 · % of assets, Fixed fees, Performance-based fees · $40.9 billion AUMSEC registeredNo commissions reported Peteralexander15 Union Hill Road, Suite 200 · West Conshohocken, PA 19428 · (610) 940-1441 · Financial planningCRD 308142 · Hourly charges, Fixed fees, OtherState registeredNo commissions reported Sage Financial Group INC.Five Tower Bridge, 300 Barr Harbor Drive, Suite 200 · West Conshohocken, PA 19428 · (484) 342-4400 · Financial planningCRD 116574 · % of assets, Fixed fees, Performance-based fees · $4.3 billion AUMSEC registeredNo commissions reported Tower Bridge Advisors300 Barr Harbor Drive, Suite 705 · West Conshohocken, PA 19428 · (610) 260-2200 · Financial planningCRD 115700 · % of assets, Fixed fees, Performance-based fees · $1.5 billion AUMSEC registeredNo commissions reported Verdis Investment Management, LLCOne Tower Bridge, 100 Front Street, Suite 1150 · West Conshohocken, PA 19428 · (610) 397-1600 · Financial planningCRD 134445 · % of assets, Fixed fees, Performance-based fees · $497.0 million AUMSEC registeredNo commissions reported