JL
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
18 advisors
Number of Clients
82 clients
Average Client Portfolio
$400.8M average
Assets Under Management
$32.9B
Fee Structure
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000. Smaller accounts may be subject to a minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
ASBCM's advisory fees are based on a percentage of assets under management and may be subject to negotiation. Smaller accounts may be subject to a minimum annual fee. Clients also pay brokerage expenses. Real estate expenses are borne by the ASBREI Funds or the client.
Areas of Practice
Investment ManagementReal Estate Investing
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Advisor Information
Office location
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD, 20814
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Asb Capital Management LLC
April 2016 - Present · 9 yrs 9 mos
Chevy Chase Trust Company
November 2009 - Present · 16 yrs 2 mos
Previous Registrations
PNC Investments
September 2008 - July 2009 · 10 mos
Ameriprise Financial Services, INC.
September 2004 - September 2008 · 4 yrs
State Registrations6 states
CADCMDNYTXVA
Advisor
Exams
No exam information available for this advisor.