Top financial advisors in Phoenixville, PA
We’ve curated a list of the best financial advisors in Phoenixville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$202,827,805
Number of advisors
4 advisors
| $202,827,805 | 4 advisors | |
| 2 |
Assets under management
$149,810,436
Number of advisors
3 advisors
| $149,810,436 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Phoenixville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Phoenixville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Bouvel Investment Partners, LLC
Bouvel Investment Partners, LLC, established in 2000, offers investment advisory services tailored to individual client needs. The firm provides discretionary or non-discretionary investment management and financial planning services to individuals, high net worth individuals, trusts, and estates. Clients can engage Bouvel to manage their assets based on various managed account asset allocation strategies, each tailored to specific investment objectives. Bouvel's annual investment advisory fee ranges from 0.50% to 1.75% of assets under management, charged quarterly. The firm primarily allocates client assets among individual equities, mutual funds, ETFs, and cash/cash equivalents. Bouvel does not participate in wrap fee programs and does not accept performance-based fees. The firm recommends Pershing Advisor Services LLC as a broker-dealer/custodian for client accounts. Bouvel may receive economic benefits from Pershing, including access to institutional brokerage services and support services. Clients are encouraged to review financial planning issues and account performance annually. Bouvel does not vote client proxies and does not solicit fees in advance exceeding $1,200 per client. The firm has not been subject to disciplinary actions or bankruptcy petitions. Clients can contact Chief Compliance Officer Stephane Bouvel for further information.
$202,827,805 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Barnstone Advisors LLC
Barnstone Advisors, LLC is a registered investment adviser based in Phoenixville, Pennsylvania, established in April 2007. The firm offers discretionary portfolio management services to individual and institutional clients, tailoring services based on clients' unique needs. Clients grant the firm discretionary authority to manage their accounts, allowing for the purchase or sale of securities without prior approval. Additionally, financial planning and consulting services are available, with a focus on analyzing clients' financial circumstances and objectives to develop tailored plans. The firm does not participate in wrap fee programs and advises on various types of investments, including equities, mutual funds, and real estate investment trusts. Barnstone Advisors charges up to 1.00% annually for portfolio management services, billed quarterly based on the market value of assets under management. Financial planning services are charged at an hourly rate of $200, with fees due upon completion of the engagement. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, trusts, estates, and charitable organizations, with a minimum account size typically set at $250,000. Barnstone Advisors utilizes various methods of analysis and investment strategies, including charting analysis, fundamental analysis, and long-term and short-term purchases. The firm emphasizes risk considerations and encourages clients to consult with tax professionals regarding their investments' tax implications. Clients are responsible for voting on securities and are advised on IRA rollover recommendations, with a fiduciary duty to act in clients' best interests. Barnstone Advisors does not have any disciplinary information to report and does not engage in directed brokerage or aggregated trades. The firm prioritizes client privacy and maintains strict policies to safeguard personal information. Clients are encouraged to review their account statements and contact the firm with any questions or concerns.
$149,810,436 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Phoenixville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Phoenixville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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