KD
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
348 clients
Average Client Portfolio
$419K average
Assets Under Management
$145.9M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for amounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
You'll pay an annual fee based on the market value of your portfolio. The fee is 1.50% for the first $99,999 and 1.00% for the next $100,000 to $1,000,000. Fees are negotiable for amounts over $1,000,000. Fees are payable monthly in advance. Multiple household accounts may be combined to receive a lower tiered fee schedule.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
810 Gleneagles Court, Suite 109, Baltimore, MD, 21286
Get directionsRegulatory History (1)
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Financial
September 2019Final
Employment History
Current Registrations
Thurston Springer FinancialBroker
August 2022 - Present · 3 yrs 5 mos
Jemma Financial Services
October 2020 - Present · 5 yrs 3 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.