Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees do not exceed 3% per year of assets under management, and may be negotiable based on account size and service complexity. There is a minimum annual fee, not to exceed $5,000. Clients can terminate the advisory relationship with two weeks' written notice, with fees prorated accordingly. Clients are responsible for paying fees associated with investing, such as mutual fund loads, ETF management fees, and brokerage costs. Pontera services charge TMFG for assets held away.
Areas of Practice
Advisor Information
Office location
225 Schilling Circle, Suite 295, Hunt Valley, MD, 21031
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
Peter is an Investment Advisor Representative (IAR) with The Marshall Financial Group, dedicating more than half of his time to this role. He also works as an agent for PKS Financial, selling fixed/traditional insurance products and spending minimal time on this activity.