Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees do not exceed 3% per year of assets under management, and may be negotiable based on account size and service complexity. There is a minimum annual fee, not to exceed $5,000. Clients can terminate the advisory relationship with two weeks' written notice, with fees prorated accordingly. Clients are responsible for paying fees associated with investing, such as mutual fund loads, ETF management fees, and brokerage costs. Pontera services charge TMFG for assets held away.
Areas of Practice
Advisor Information
Office location
225 Schilling Circle, Suite 295, Hunt Valley, MD, 21031
Get directionsRegulatory History (1)
Criminal
March 1979Other Business ActivitiesSells Insurance
Mary is an independent insurance agent with Sun Life Financial, though she only completes one transaction per year. She also serves as a director for the City of Phoenix Civic Improvement Corporation, dedicating minimal time, and provides investment advisory services through Biltmore Advisors, Inc., taking up nearly all of her time.