Fee-OnlyFinder

% of assets managed in West Conshohocken, PA

7 advisers in West Conshohocken offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 7

Baldwin Investment Management, LLC1001 Conshohocken State Road, Suite 1-202 · West Conshohocken, PA 19428 · (610) 260-1555 · Financial planningCRD 108922 · % of assets · $1.3 billion AUMSEC registeredNo commissions reportedHirtle & CO., LLC300 Barr Harbor Drive, Fifth Floor · West Conshohocken, PA 19428 · (610) 828-7200 · % of assets managedCRD 105403 · % of assets, Performance-based fees · $25.4 billion AUMSEC registeredNo commissions reportedMiller 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 reportedMorgan 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 reportedSage 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 reportedTower 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 reportedVerdis 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