Willow Grove Advisors, LLC

Willow Grove Advisors, LLC is a Registered Investment Advisor established in 2009 by Keley R. Petersen and Jeff Petersen. The firm specializes in providing investment advisory services to individuals and high net worth clients on a discretionary basis. Willow Grove strictly offers fee-only investment advice, acting as a fiduciary to act in the best interest of clients. The firm manages $300,051,371 for approximately 187 client relationships as of January 01, 2025. The minimum initial investment for Willow Grove Investment Management accounts is $500,000. For diversified investment management accounts, fees are structured as follows: 1.10% for the first $1 million, decreasing for subsequent tiers. Fees are negotiable for accounts with a market value of $40 million or greater. Willow Grove may charge hourly fees ranging from $200 to $400 for specific projects. The firm does not engage in performance-based fees. Investment strategies include a range of securities such as exchange-listed securities, mutual fund shares, and interests in partnerships. Willow Grove employs fundamental and technical methods of investment analysis, focusing on long-term investment horizons. Clients are periodically reviewed, and detailed reports are provided quarterly. Willow Grove does not have custody of client assets, which are held at Fidelity Investments and Charles Schwab. The firm has investment discretion over client accounts, subject to client-imposed limitations. Willow Grove does not vote proxies for client securities. The firm and its supervised persons have no disciplinary actions or other business activities. Keley R. Petersen and Jeff Petersen oversee the firm's operations and compliance.