Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges a percentage of assets under management for both portfolio management and qualified plan consulting services. For portfolio management, the annual fee ranges from 0.35% to 1.50%, and for qualified plan consulting, the annual fee ranges from 0.35% to 1.00%. Fees are negotiable depending on the size of the account or plan. The firm is also a registered broker-dealer, and its representatives can sell securities for a commission, which is separate from the advisory fees.
Areas of Practice
Advisor Information
Office location
9515 Deereco Road, Suite 1010, Timonium, MD, 21093
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is an independent insurance agent involved in insurance sales. This activity is investment-related and takes about 10-20% of his time.