Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management vary between 0.25% and 1.75% annually, depending on the region, third-party independent program selections, and requested services. Financial planning and consulting fees range from $150 to $750 per hour or a flat fee of $2,000 to $25,000, depending on the scope and complexity of the engagement. Clients may also incur transaction charges and fund expenses. Retirement plan services fees generally range between 0.07% and 0.80% of plan assets.
Areas of Practice
Advisor Information
Office location
6720-B Rockledge Drive, Suite 400, Bethesda, MD, 20817
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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