JM
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
13 advisors
Number of Clients
4,597 clients
Average Client Portfolio
$543K average
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$1,000 - $6,500
BWFA offers financial planning, investment management and tax services. Financial planning fees are fixed based on the project scope, such as $6,500 for a retirement plan or $1,000 for financial plan reviews. Investment management fees are based on a percentage of assets under management. Tax preparation fees are based on the number and type of forms required. Employer-sponsored retirement plan services fees are negotiable and typically range from 0.25% to 0.75%.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersFinancial Planning & Coaching
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Advisor Information
Office location
5950 Symphony Woods Rd., Suite 600, Columbia, MD, 21044
Get directionsJM
Contact
Joseph U ManfrediRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Baltimore-Washington Financial Advisors
June 2015 - Present · 10 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
August 2009 - May 2015 · 5 yrs 9 mos
UBS Financial Services INC.
September 2006 - August 2009 · 2 yrs 11 mos
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.