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 $2.0M | 1.50% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Fee Estimator
Asset management fees are based on a percentage of assets under management, ranging from 0.25% to 1.50% annually, billed quarterly in advance. Financial planning fees range from $5,000 to $10,000, with a 50% retainer. Retirement plan consulting is billed hourly (up to $250/hour), flat fee ($750-$10,000), or as a percentage of plan assets (up to 1.5%). Clients also pay transaction charges and other custodial fees. A minimum account balance of $2,000,000 is required for asset management services, but this may be negotiable.
Areas of Practice
Advisor Information
Office location
7910 Woodmont Ave, Suite 1120, Bethesda, MD, 20814
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
Sean is the Director of Operations and Logistics for Glover Park Tour, coordinating golf outings and social events. This takes a few hours per week.