Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are negotiable, not to exceed 2.99% of investable assets. Financial planning fees are based on a minimum hourly rate of $50, which is also negotiable depending on the complexity of the services. Fees may be higher or lower depending on pre-existing relationships or agreements. A minimum investment of $50,000 is generally required, but this may be negotiable.
Areas of Practice
Advisor Information
Office location
103 Wineland Way, Stevensville, MD, 21666
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Regulatory
June 2015Other Business Activities
Gordana is a Managing Director at Schifanelli & Associates, LLC, and President & CEO of Allsource Financial Management, LLC/ Allsource Wealth Management. She also works as a professor at the Naval Academy/New Wave People, Inc. for about 10-20% of her time and dedicates a few hours per week to campaigning as a political candidate for Lt. Governor of Maryland.