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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable based on a variety of objective and subjective factors.
Fee Estimator
MAMC charges an annual fee based on the value of assets managed, as shown in the table. The minimum quarterly fee is $3,125, but this may be waived or reduced. Fees are negotiable based on factors like the scope of the engagement and the length of the client relationship. Consulting services are available on an hourly basis ($250-$1,000/hour) or a flat rate ($1,000-$50,000), depending on the complexity. A portion of client assets may be managed using MAMC's Tax-Managed Core Equity strategies, which incurs an additional annual fee of 0.40%.
Areas of Practice
Advisor Information
Office location
1900 Gallows Road, Suite 350, Tysons, VA, 22182
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 ActivitiesSells Insurance
Jason is a Designated Registered Licensed Producer for McLean Insurance Services, LLC, selling fixed insurance and annuity products, dedicating about 10-20% of his time to this. He is also a board member of Montgomery Countryside Alliance, Inc., spending minimal time providing general education around investing and financial topics.