Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
For investment portfolios over $1 million, the annual fee ranges from 0.40% to 1.00% based on the amount managed. For portfolios under $1 million, the annual fee is 1.25% to 1.50%. The minimum investment is $750,000, but this may be negotiable. Financial planning services are offered on an hourly basis (up to $400/hour) or for a fixed fee (up to $7,500). Ongoing financial planning services are offered for a fixed annual fee up to $10,000, payable monthly or quarterly. All fees are negotiable.
Areas of Practice
Advisor Information
Office location
6701 Democracy Blvd., Suite 300, Bethesda, MD, 20817
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
Arthur is an independent contractor selling stock photography and occasionally taking photographs, dedicating minimal time to this. He also works as a self-employed speaker for adult education classes on topics including retirement planning, income, and long-term care insurance, and sells insurance as a broker, dedicating about 10-20% of his time to this.