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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees may be discounted for fixed-income accounts or balanced accounts. Fees for sub-advisory or UMA relationships are negotiated on a case-by-case basis but are lower than the standard fee schedule.
Fee Estimator
Investment management fees are based on a percentage of assets under management: 1% on the first $10 million, 0.75% on amounts between $10,000,001 and $20,000,000, and 0.50% on amounts above $20,000,001. For balanced accounts, the fee is 0.30% on fixed income assets. Financial planning is offered as part of the investment management fee, or as a stand-alone service charged either as an hourly or fixed fee. The minimum portfolio size for Midcap and Small Cap individual accounts is $1,000,000, and $5,000,000 for All Cap individual clients.
Areas of Practice
Advisor Information
Office location
2 East Read Street, Baltimore, MD, 21202
Get directionsRegulatory History
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