AM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
170 clients
Average Client Portfolio
$508K average
Assets Under Management
$86.4M
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.40% |
| $5M+ | 1.00% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:Up to $10,000
Hourly Rate:$175/hr
Investment management fees are 0.35% per quarter (1.4% annually) on assets up to $5 million, and 0.25% per quarter (1.0% annually) on assets exceeding $5 million. Hourly consultation fees are $175 per hour. Financial planning fees are fixed up to $10,000, based on an hourly rate of $250-$500 per hour, and are negotiable. There is no minimum account size.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersEducation PlanningFinancial Planning & Coaching
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Advisor Information
Office location
439 Kings Highway, Lewes, DE, 19958
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Metz Capital Management LLC
August 1999 - Present · 26 yrs 5 mos
Previous Registrations
Lewes Partners LLC
April 2003 - December 2003 · 8 mos
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.