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
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
Kevin is the Owner & President of Lifestyle Life Insurance Agency since 2004, selling life, disability, and long-term care insurance. This takes about half of Kevin's time.