Investors' Choice Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
7695 Kernsville Road
Orefield PA 18069
Advisors at this office
1
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 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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