Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio management fees are asset-based and negotiable, with a maximum annual fee of 2.50%. Financial planning fees range from $0 to $2,500, depending on the plan's complexity. Consultation fees range from $250 to $500 per hour or a flat rate. Educational seminar fees range from $0 to $10,000, plus expenses. Savings Plan Management fees are fixed and vary depending on the account balance.
Areas of Practice
Advisor Information
Office location
1906 Towne Centre Blvd, Suite 260, Annapolis, MD, 21401
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 Activities
Reese serves as an NCO/Squad Leader/SGT in the U.S. Army Reserves, dedicating about a quarter of their time to driving military vehicles and training soldiers. Reese also works as a soldier in the U.S. Army Reserves, spending about half their time on this role, including weekends, weekdays, and annual training.