THE ESTATE PLANNERS GROUP
Yardley, Pennsylvania
The Estate Planners Group, a local investment advisory firm based in Yardley, PA, is renowned for its comprehensive and personalized financial services. With a team of five dedicated professionals, all of whom specialize in investment advisory services, they deliver exceptional expertise and guidance to their esteemed clientele. On average, each investment advisor manages approximately $64,310,000 in assets, aligning with the industry standard. The firm's compensation structure offers flexibility, including various options such as a percentage of assets under management and hourly charges. Boasting over 130 individual clients, Th...
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Assets Under Mgmt

$305M

Investment Professionals

5

Locations

2

% 401K & Individual

20%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Educational seminars/workshops
Other: ADVICE ON INSURANCE PRODUCTS
Other Business Activities
Insurance broker or agent
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