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 $200K | 1.25% |
| $200K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for accounts over $5,000,001. Minimum fee of $2,500 for Clients with less than $200,000 under management.
Fee Estimator
The firm charges an annual fee based on the value of assets under management. The minimum fee is $2,500 for clients with less than $200,000 under management. Fees are paid quarterly in advance and may be negotiable. They also offer financial consulting for a one-time fee of $1,500 or an annual fee not exceeding $10,000. Clients may terminate the agreement with two weeks' notice, and payment is due in full based on time spent to date.
Areas of Practice
Advisor Information
Office location
Eldersburg, 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 ActivitiesSells Insurance
Steven works with clients on their insurance needs as an insurance agent since 2015. He also serves as a board member for Comprehensive Housing Assistance Inc, dedicating minimal time to attending board meetings.