Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Homestead Advisers employs several negotiable fee schedules based on assets under management and investment strategy. These include fees for equity SMAs (0.32% - 0.70%), fixed income SMAs (0.10% - 0.40%), plans (fixed income - cost reimbursable, equity - 0.20%), model portfolio program sponsors (0.35% to 0.65% for large value strategies), affiliate accounts (varying fees), and the Homestead Funds (0.40% - 0.85%). A private advisory client will not be charged an advisory fee for assets invested in Homestead Funds.
Areas of Practice
Advisor Information
Office location
Rockville, MD
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
Megan works as a shopper for Shipt and Instacart, and as a dasher for Door Dash, all involving grocery and food delivery. Each of these activities requires about 10-20% of Megan's time.