Top financial advisors in Yardley, PA
We’ve curated a list of the best financial advisors in Yardley, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$434,184,225
Number of advisors
9 advisors
| $434,184,225 | 9 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 Yardley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Yardley. 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.
Ventura Wealth Management
Ventura Wealth Management is a SEC registered advisory firm founded by Nick Ventura and Daniel McElwee. Nick has over 40 years of experience in investment management, specializing in portfolio strategy, asset allocation, and financial planning. The firm manages over $599 million in assets on both discretionary and non-discretionary bases. Ventura Wealth offers financial planning services covering various areas such as asset allocation, income tax planning, and retirement planning. Their investment management services focus on using Portfolio Models to align with clients' investment goals and objectives. The firm provides several model portfolios, including Current Income, Moderate Allocation, Global Balanced, Core Equity, Global Alpha, DART, and legacy models like Special Situations and TSC portfolios. Ventura Wealth charges negotiable financial planning fees ranging from $250 to $500 per hour and $2,000 to $10,000 on a fixed fee basis. Their investment management fees are based on a percentage of assets managed, starting at 1.50% for assets up to $500,000. The firm does not charge performance-based fees and primarily serves individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and pension plans. Ventura Wealth exercises investment discretion over client accounts, allowing them to make transactions without prior client consent. The firm does not vote client securities proxies and does not maintain physical custody of client assets. Clients are required to have a minimum portfolio size of $500,000 for investment management services, although exceptions may be made based on specific criteria.
$434,184,225 under management
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
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 Yardley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Yardley. 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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