The firm charges a maximum annual advisory fee of 1.85% for investment management services. These fees are negotiable. Clients also pay fees charged by custodians (Goldman Sachs and Schwab), mutual funds, ETFs, and third-party money managers. Pontera platform has a separate subscription fee. Retirement plan consulting services are assessed at an annual rate of up to 1%.
Westminister, MD
Get directionsChristopher operates under the DBA CS Hardy Financial for securities and fixed products since 2005. He also works as an assistant basketball coach for Maryland Hoopmasters AAU Basketball, dedicating about 10-20% of his time to this non-investment related activity.