Thad Joseph Ismart

CFP

Baltimore-Washington Financial Advisors

18 Years of Experience

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Firm Information

Baltimore-Washington Financial Advisors

Compensation

Fee-Only (AUM)

Number of Advisors

13 advisors

Number of Clients

4,597 clients

Average Client Portfolio

$543K average

Assets Under Management

$2.5B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.25%
$500K - $2.0M	1.00%
$2.0M - $5.0M	0.85%
$5.0M - $10.0M	0.75%
$10M+	0.65%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$1,000 - $6,500

BWFA offers financial planning, investment management and tax services. Financial planning fees are fixed based on the project scope, such as $6,500 for a retirement plan or $1,000 for financial plan reviews. Investment management fees are based on a percentage of assets under management. Tax preparation fees are based on the number and type of forms required. Employer-sponsored retirement plan services fees are negotiable and typically range from 0.25% to 0.75%.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersFinancial Planning & Coaching

Advisor Information

Office location

5950 Symphony Woods Rd., Suite 600, Columbia, MD, 21044

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Contact

Thad Joseph Ismart

Regulatory 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.