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 $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
A minimum annual fee of $10,000 ($2,500.00 billed quarterly) will be billed to those accounts with portfolio values of $1,000,000 or less, which may be waived or reduced if we feel circumstances are warranted.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, billed quarterly. For accounts with portfolio values of $1,000,000 or less, there is a minimum annual fee of $10,000 ($2,500 billed quarterly), which may be waived or reduced. Financial planning services are offered for a flat fee ranging from $5,000 to $20,000, based on the scope and complexity of the engagement.
Areas of Practice
Advisor Information
Office location
4520 East West Highway, Suite 450, Bethesda, MD, 20814
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Maggi Mary KeatingRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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