Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees range from 0.30% to 1.5% annually, based on the market value of assets managed. Financial planning fees range from $2,000 to $20,000 on a fixed fee basis and are negotiable. Retirement consulting fees are either asset-based (0.25% to 0.60% of plan assets) or fixed annual fees, depending on the services and plan size. Fees are generally prorated and paid quarterly in advance.
Areas of Practice
Advisor Information
Office location
1500 Sulgrave Ave, Baltimore, MD, 21209
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
Katie operates her LPL business under the DBA Armstrong Dixon, dedicating nearly full-time hours to it. She also works as a property manager for Sulgrave Associates, spending minimal time on this role.