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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
The fee is based on the amount of money in each bracket.
Fee Estimator
The annual fee for portfolio management is based on a percentage of the total market value of assets under management, generally between 0.5% and 2%. The firm prices its services based upon various objective and subjective factors and similarly situated clients could pay different fees. The hourly rate for creating client financial plans will never go above $500 per hour. The minimum annual fee for combined assets under management and financial planning services is $6,000.
Areas of Practice
Advisor Information
Office location
5100 Buckeystown Pike, Ste 290, Frederick, MD, 21704
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
Philip is a co-presiding partner of Hay Weiss, CPA, LLC, a non-investment-related business providing payroll and accounting services, dedicating minimal time to it. He also occasionally reviews industry guides for the CFA Institute, devoting minimal time to this activity as well.