Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees for existing clients and Family Office clients may vary. Fees may be negotiable for new advisors joining the firm.
Fee Estimator
The annual investment advisory fee is negotiable, up to 1.30% of assets under management. For new clients after April 1, 2022, fees are tiered (see table). Financial planning and consulting fees range from $5,000 to $100,000 on a fixed fee basis, or $250 to $500 hourly. A minimum annual fee of $10,000 generally applies, but may be waived or reduced at the firm's discretion.
Areas of Practice
Advisor Information
Office location
50 Schilling Road, Suite 300, Hunt Valley, MD, 21031
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Sarah Grace MouserRegulatory 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
Sarah owns rental property managed by an outside company since 2011, dedicating minimal time to it. She is also a certified Barre fitness instructor at Inspire Fitness and Wellness, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
Verdence Capital Advisors, LLC
Previous Registrations
Cassaday & Company, INC.
Savant Capital Management
Sagevest Wealth Management
Ameriprise Financial Services, INC.
State Registrations2 states
Exams
Additional Information
As the Managing Director of Financial Planning at Verdence, Sarah Mouser works closely with the entire Verdence team to develop custom, individualized planning strategies for clients. She helps the firm’s financial planning services to stay ahead of the curve delivering seamless, integrated and holistic solutions. Sarah also oversees the firm’s training and mentorship programs to support career development.