Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial consultation fees vary based on the service level (Independence Accelerator, Planning Pro, Wealth Management) and range from 1% of salary (not to exceed $1,500) to a fixed fee of $3,500-$5,000. Annual review fees also vary by service level. Hourly consultation fees range from $150 to $500. Asset management fees range from 1.25% to negotiable. A standalone financial planning program is available for $500-$5,000. The firm does not have a minimum account size, but third-party asset managers may have minimum requirements.
Areas of Practice
Advisor Information
Office location
Easton, MD
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
Marjorie works as an advisory representative of a Registered Investment Advisor (RIA), Capital Investment Advisors Inc., dedicating about half her time to this role. She also works as an independent insurance agent for various independent insurance companies, spending minimal time on this activity.