Amplius Wealth Advisors is a financial advisory firm based in Blue Bell, Pennsylvania. It currently has approximately $1,005,247,892 of assets under management and employs about 11 people. Amplius Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Meridian Wealth Partners, LLC is a financial advisory firm based in Blue Bell, Pennsylvania. It currently has approximately $863,957,225 of assets under management and employs about 11 people. Meridian Wealth Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

Blue Bell Private Wealth Management, LLC, established in 2005, offers investment advisory services to individuals, high net worth individuals, pension and profit sharing plans, corporations, trusts, and other entities. The firm provides discretionary and non-discretionary investment management services, financial planning, and consulting. Blue Bell's investment strategy involves allocating client assets to ETFs, CEFs, and structured investments, tailored to meet clients' goals. The firm primarily recommends investments in high-quality, diversified CEFs trading at a discount and structured notes linked to underlying assets. Blue Bell does not participate in wrap fee programs and charges negotiable annual fees not exceeding 2.00% for investment advisory services and 1.00% for retirement plan account management. The firm does not accept performance-based fees and acts as a fiduciary. Blue Bell does not receive compensation from investment advisors it recommends and does not engage in directed brokerage. The firm has not been subject to disciplinary actions and maintains a Code of Ethics. Clients receive regular account statements and reports, and Blue Bell conducts periodic account reviews. The firm has policies in place to prevent the misuse of material non-public information and manages client securities transactions with transparency. Blue Bell recommends Charles Schwab as a broker-dealer/custodian and receives support services from Schwab. Clients can engage Blue Bell on a discretionary basis, and the firm has policies for proxy voting and class action settlements. Blue Bell has no financial conditions impairing its commitments and has not filed for bankruptcy. For more information, clients can contact Justin Capetola, Chief Compliance Officer.

NorthStar Asset Management, LLC is an SEC registered Investment Adviser established in June 2000. The firm manages approximately $467 million, specializing in individual portfolio management for various clients, including individuals, businesses, charitable organizations, and pension/profit-sharing plans. They offer both discretionary and non-discretionary services, focusing on a growth bias investment philosophy tailored to client objectives and risk tolerances. NorthStar acts as a fiduciary for ERISA plans, providing investment advice, preparing investment policy statements, and more. Fees are tiered from 0.70% to 1.00% annually, debited quarterly based on assets under management. The firm does not have a minimum household size or fee requirement. Investment strategies include fundamental analysis, asset allocation, and a growth-oriented approach. NorthStar does not receive performance-based fees and has no disciplinary history. They recommend Charles Schwab as a custodian for trade aggregation benefits. Clients can engage the firm on discretionary or non-discretionary bases, with the firm having investment discretion for client accounts. NorthStar does not receive compensation for client referrals and client assets are held at independent custodians. Clients receive statements directly from custodians, and the firm may deduct fees from client accounts. NorthStar's Proxy Voting Policies ensure appropriate voting authority for client securities.

First Capital Advisors Group, LLC is a financial advisory firm established in 2015. The firm offers services such as financial planning, investment management, retirement rollovers, investment consulting, and other advisory services. Clients can expect a comprehensive financial plan tailored to their individual needs, with specific recommendations to improve financial efficiency and increase net worth. Investment management services are personalized to meet each client's objectives, with the option for clients to impose restrictions at any time. The firm also assists with retirement income planning, education planning, insurance review, and tax planning. For investment management services, the firm charges an annual fee of up to 1.50% of managed assets, with additional sub-advisory fees for certain client assets managed by Skyview Investment Partners, LLC. The minimum account size for investment management services is generally $250,000, with a quarterly fee of $250 for accounts falling below this threshold. The firm may aggregate trade orders for best execution and periodically reviews client accounts, providing quarterly investment summary reports. Clients have the option to grant discretionary authority for trading or choose non-discretionary services, where the Adviser consults with clients before making any investment decisions. The firm also assists with retirement plan asset selection and monitoring. First Capital Advisors Group, LLC does not charge performance-based fees and has not been subject to legal or disciplinary actions in the past. The firm's financial information indicates stability and no impairments to meeting client commitments.