Haverford Financial Services, Inc

CRD#130007
Investment Advisor Firm

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Learn more about Haverford Financial Services, Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Haverford Financial Services, Inc is located at Three Radnor Corporate Center, Wayne, PA. The firm employs 25 financial advisors to manage client portfolios and provide financial guidance. Haverford Financial Services, Inc is not a registered broker-dealer.

    Haverford Financial Services, Inc oversees $346.9 million in assets under management across 30 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The firm caters to investment companies, charitable organizations, and other types of investors, with the largest client type by accounts being categorized as other. The fee structure at Haverford Financial Services, Inc is asset-based. The firm maintains affiliations with a broker-dealer or securities dealer, a banking or thrift institution, and a trust company.

    Haverford Financial Services, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin.

    Assets Under Management

    $346.9 million

    Number of Advisors

    25

    Disclosures

    No

    Office Location

    Three Radnor Corporate Center
    Wayne, PA 19087-4546

    Haverford Financial Services, Inc by the Numbers

    Total Assets Under Management

    $346.9 million

    National Average: $8.6 billion
    Total Number of Employees

    45

    National Average: 64
    Total Number of Accounts

    30

    National Average: 375,227
    Average Account Size

    $11.6 million

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees usually depend on the type of services provided. Fees billed by Haverford Financial Services, Inc typically consist of the following fee structure: asset-based.Wrap fee programs, or the practice of bundling services for a single fee, are offered by Haverford Financial Services, Inc.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm caters to investment companies, charitable organizations, and other. Out of its 3 clients, Haverford Financial Services, Inc's biggest client type by number of accounts is investment companies.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 73.91%
    • Charitable Organizations - 26.09%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Haverford Financial Services, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Haverford Financial Services, Inc

    David Peppard
    Wayne, PA
    Christine Walker
    Wayne, PA
    Daniel Geraghty
    Wayne, PA
    Seth Horwitz
    Wayne, PA
    Lydia Holiat
    Wayne, PA
    John Donaldson
    Wayne, PA
    Kimberly Southmayd
    Wayne, PA
    David Brune
    Wayne, PA
    Timothy Hoyle
    Wayne, PA

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