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 $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiated in some instances.
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. Financial planning services are offered on an hourly basis (up to $500/hour), fixed rate ($500 to $10,000), or annual retainer ($500 to $10,000 per year). Fees may be negotiable. Clients may also incur transaction fees.
Areas of Practice
Advisor Information
Office location
8444 Westpark Dr, Suite 900, McLean, VA, 22102
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
Lloyd is a managing member of Financial Benefits Consulting, LLC, and a member of Transition Overwatch, LLC. He also works as an insurance broker selling life, disability, and fixed annuities, and owns L3LC, LLC for pass-through compensation, and is the Executive Director of FFG Cares, Inc. a charitable foundation. These activities take minimal time overall.