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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.60% |
| $7.0M - $8.0M | 0.50% |
| $8.0M - $9.0M | 0.40% |
| $9.0M - $10.0M | 0.30% |
| $10.0M - $11.0M | 0.20% |
| $11.0M - $12.0M | 0.20% |
| $12.0M - $13.0M | 0.20% |
| $13.0M - $14.0M | 0.20% |
| $14.0M - $15.0M | 0.20% |
| $15M+ | 0.20% |
Above $15,000,000 fees are negotiable.
Fee Estimator
XML charges fees based on a percentage of assets under management, hourly rates, or fixed fees. The annual asset-based management fee is negotiable and varies depending on account size, complexity, and service needs. Financial planning and advisory consulting fees range from $1,000 to $10,000 annually. Hourly fees range from $100 to $250 per hour. Note: For XML employees and their family the XML asset management fee is typically either lower or waived.
Areas of Practice
Advisor Information
Office location
6901 Rockledge Drive, Suite 730, Bethesda, MD, 20817
Get directionsRegulatory History (1)
Customer Dispute
December 2003Other Business ActivitiesSells Insurance
Brett is an insurance producer agent since 2004, dedicating minimal time. He is also a managing partner of BR Financial Associates, LLC and a manager of BR Financial Associates Management Company, LLC, which takes about half of his time. Brett is also a member of several holding companies for personal investments, spending minimal time on these activities.