Firm Information
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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for amounts over $1,000,000.
Fee Estimator
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
Advisor Information
Office location
810 Gleneagles Court, Suite 109, Baltimore, MD, 21286
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
Stephen is a Senior Vice President at Harborside Sales Group, LLC, providing sales and marketing of investment products, and also serves as President of Total Fund Solution, a Multiple Series Trust. He also holds positions at MECP2 Duplication Foundation, Jemma Financial Services, and Cromwell Investment Advisors, LLC.