I
Investors' Choice Advisory Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,019,036
Total clients
34
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
34
Average account size
$118,207
About
The firm provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations and business entities, with many advisory clients drawn from the principal’s accounting practice. Services documented in the brochure include comprehensive financial modeling, an asset-allocation program with three model portfolios (Aggressive, Moderate, Conservative), and access to a separately managed account platform.
The firm establishes a client’s risk profile and coordinates it with age and financial position, then implements either a model portfolio or a customized allocation, primarily using mutual funds and occasional client‑approved individual equities. Investment decisions are informed by a combination of fundamental and technical analysis, routine performance reviews and rebalancing, and the firm generally manages accounts on a discretionary basis through a third‑party custodian and SMA program.
What distinguishes the firm is its close integration with the principal’s CPA practice: the advisory business was founded to advise the accountant’s tax and accounting clients, and the firm routinely reviews tax consequences as part of investment recommendations. The brochure also notes the principal operates a separate CPA practice and other business interests and spends a majority of time on those activities, a staffing and time‑allocation factor that prospective clients may consider.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Wealth management
Long-term care insurance
Life insurance needs analysis
Occupation focus
Self-Employed
Fee options
$10,000 - $100,000: 1.75% annually + brokerage costs $100,001 - $250,000: 1.50% annually + brokerage costs $250,001 - $500,000: 1.25% annually + brokerage costs $500,001+: 1.00% annually + brokerage costs
$125.00 per hour (negotiable)
Account minimum: $10,000
Main office location
Investors' Choice Advisory Services, LLC
7695 Kernsville Rd
Orefield PA 18069, United States
Number of offices
1
Most active in
Investors' Choice Advisory Services, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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