Financial Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$256,874,310
Total clients
286
25% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
143
Average account size
$898,162
About
The firm provides discretionary investment management and related planning services to families, individual clients, high-net-worth individuals, trusts, businesses, and charitable foundations. Services described in the brochure include portfolio management along with investment, retirement, college funding, and business planning.
Portfolios are managed on a discretionary basis and composed primarily of mutual funds, ETFs, and individual equities and bonds, with ongoing monitoring and changes made as client needs or market conditions warrant. The firm applies fundamental, quantitative and qualitative analysis to security selection, generally avoids frequent or unusually high-risk trading, and allows clients to impose investment restrictions.
Notable features include a long operating history (founded in 1988) and roughly $257 million in assets under management served by a two-advisor team, resulting in a relatively high AUM-per-advisor profile for a small supported firm. The firm discloses use of an institutional custody relationship that provides access to institutional share classes and third‑party services, blocks and aggregates equity trades when advantageous, and lists senior personnel with advanced planning credentials and multi‑decade industry experience.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000+: 0.85% annually
Account minimum: $100,000 Minimum fee: Minimum quarterly fee can be applied to any account (specific amount not stated)
Main office location
Financial Advisory Services, LLC
215 Baltimore Street
Hanover PA 17331, United States
Number of offices
3
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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