Ellis Investment Partners, LLC
Pricing Model:
AUM
Number of Clients
25
Years of Experience:
12 years
Redeem Wealth
Pricing Model:
Flat Fee
Number of Clients
250
Years of Experience:
9 years
Stephan Morris
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
9 years
Calculated Wealth LLC
Pricing Model:
Flat Fee
Number of Clients
21
Years of Experience:
15 years
Perigon Wealth Management
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
33 years
Meridian Investments
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
15 years
Wealthcare of The Lehigh Valley
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
22 years
Strategic Financial
Pricing Model:
AUM
Number of Clients
60
Years of Experience:
8 years