Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for Personal Wealth Management generally do not exceed 1.5% annually and are negotiable. Financial planning is included for Personal Wealth Management clients. For à la carte financial planning, the hourly rate is up to $500 per hour. The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $10,000.
Areas of Practice
Advisor Information
Office location
4800 Hampden Lane, Suite 200, Bethesda, MD, 20814
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
Christopher serves as treasurer for the National Capital Chapter-Society of Financial Service Professionals, an industry association. This activity involves minimal time.