SE
CFP

Schuyler L Engelhardt

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
313 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$350.5M

Fee Structure

Financial Plan Fee:$2,000 - $20,000

Investment advisory fees range from 0.30% to 1.5% annually, based on the market value of assets managed. Financial planning fees range from $2,000 to $20,000 on a fixed fee basis and are negotiable. Retirement consulting fees are either asset-based (0.25% to 0.60% of plan assets) or fixed annual fees, depending on the services and plan size. Fees are generally prorated and paid quarterly in advance.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness Owners
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Advisor Information

Office location

1500 Sulgrave Ave, Baltimore, MD, 21209

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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.

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Other Business ActivitiesSells Insurance

Schuyler operates his LPL business under the DBA Armstrong Dixon and is a registered investment advisor with ADE, LLC, dedicating nearly full-time hours to the latter. He also engages in non-variable insurance activities and works as an educational speaker, dedicating minimal time to the latter.

Employment History
Current Registrations
Armstrong Dixon
March 2014 - Present · 11 yrs 10 mos
LPL Financial LLC
October 2013 - Present · 12 yrs 3 mos
LPL Financial LLC Broker
October 2013 - Present · 12 yrs 3 mos
Previous Registrations
Securities Service Network, INC.Broker
February 2011 - September 2013 · 2 yrs 7 mos
Nylife Securities LLCBroker
January 2010 - November 2010 · 10 mos
State Registrations3 states
FLMDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.