LP
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
55 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$171.7M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be modified on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$2,000 - $7,000
Hourly Rate:$250 - $500/hr
Investment management fees are based on a percentage of your assets under management, as detailed in the fee schedule. Financial planning fees range from $2,000 to $7,000 as a fixed fee, or $250 to $500 per hour, depending on complexity. If you also use 8th Street for investment management, they may offset some of those fees based on what you paid for financial planning.
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information
Office location
1800 Diagonal Road, Suite 600, Alexandria, VA, 22314
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
8th Street Investments, LLC
December 2008 - Present · 17 yrs 1 mo
State Registrations3 states
DCSCVA
Advisor
Exams
No exam information available for this advisor.