Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range up to 2.50% annually, based on the scope and complexity of services, level of assets managed, and the overall relationship. Financial planning fees are either fixed (up to $10,000) or hourly (up to $250 per hour), and are negotiable. Retirement plan advisory fees range up to 1.00% and may be negotiable. The firm generally requires a minimum relationship size of $100,000, but this may be reduced or waived at the Adviser’s discretion.
Areas of Practice
Advisor Information
Office location
Martinsburg, WV
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
Misty is an Investment Advisor Representative with Hartshorne Group, LLC since 2008, but is transitioning away from that role. She is also an Investment Advisor Representative with Maridea Wealth Management LLC since September 2024.