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 $500K | 1.60% |
| $500K - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
The Advisory Fee for a client is negotiable based on, among other things, the type of client, the complexity of the client's situation, and the potential for additional account deposits. The annual Advisory Fee charged by the Firm will never be more than 2.0% of the client’s assets under management.
Fee Estimator
For investment advisory services, clients pay a fee based on assets under management. The minimum account size is generally $500,000, though exceptions are possible. Financial planning services are included in the advisory fee for private clients. If financial planning services are requested by clients other than PWA’s Private Clients, a separate fee arrangement may be implemented. The minimum fee generally charged for financial planning and consulting services provided on an hourly basis is $500.
Areas of Practice
Advisor Information
Office location
1886 Metro Center Drive, Suite 620, Reston, VA, 20190
Get directionsRegulatory History (1)
Regulatory
September 2014Other Business Activities
Theodore is a common equity investor in Blue Line Capital and Diversified Real Estate Holdings LLC, both involved in flipping foreclosed properties. He allocates minimal time to these non-investment-related businesses.