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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 0.75% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Fees are based on a percentage of assets under management or fixed fees. Financial planning fees range from $3,500 to $10,000 for the initial plan setup, with annual planning fees ranging from $1,750 to $5,000. Investment advisory service fees are based on a percentage of investable assets. The minimum annual fee for Investment Advisory Services is $5,000/year. Fixed income portfolios have a fee of 0.70%.
Areas of Practice
Advisor Information
Office location
401 Jefferson Avenue, Towson, MD, 21286
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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