BL
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
4 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$9.3M
Fee Structure
Financial Planning:Investment management only
Clients/Investors who invested in the WMS Income Opportunity Funds and the WMS Real Estate Opportunity Fund are subject to an annual management fee equal to 1.00% of the client’s capital account with the respective fund. The management fee is calculated quarterly. The WMS Real Estate Opportunity Fund, LLC has the potential to charge a performance fee.
Areas of Practice
Investment Management
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Advisor Information
Office location
10980 Grantchester Way, Suite 220, Columbia, MD, 21044
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
Wms Partners, LLC
August 2025 - Present · 5 mos
Hb Wealth
January 2025 - Present · 1 yr
Previous Registrations
Wms Partners, LLC
June 2025 - June 2025 · 0 mos
Wms Partners, LLC
August 2011 - February 2025 · 13 yrs 6 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.