Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
CPA does not charge prospects a fee for its investment advisory services. If a prospect enters into an agreement with the Affiliated Advisor based on CPA’s referral, the Affiliated Advisor will charge the prospect a fee as set forth in the advisory agreement between the prospect and the Affiliated Advisor.
Advisor Information
Office location
839 Bestgate Road, Suite 400, 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.
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Allen is a partner in the accounting firms Lombardo Ayers & Company, LLC and Kram McCarthy Ayers & Frost, LLC, with ownership stakes of 42.86% and 45% respectively. He receives a salary and business profit distributions, but no commissions.