WC
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
348 clients
Average Client Portfolio
$419K average
Assets Under Management
$145.9M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for amounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
You'll pay an annual fee based on the market value of your portfolio. The fee is 1.50% for the first $99,999 and 1.00% for the next $100,000 to $1,000,000. Fees are negotiable for amounts over $1,000,000. Fees are payable monthly in advance. Multiple household accounts may be combined to receive a lower tiered fee schedule.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
810 Gleneagles Court, Suite 109, Baltimore, MD, 21286
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
Jemma Financial Services
January 2019 - Present · 7 yrs
State Registrations2 states
MDPA
Advisor
Exams
No exam information available for this advisor.