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 $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
For investment portfolios over $1 million, the annual fee ranges from 0.40% to 1.00% based on the amount managed. For portfolios under $1 million, the annual fee is 1.25% to 1.50%. The minimum investment is $750,000, but this may be negotiable. Financial planning services are offered on an hourly basis (up to $400/hour) or for a fixed fee (up to $7,500). Ongoing financial planning services are offered for a fixed annual fee up to $10,000, payable monthly or quarterly. All fees are negotiable.
Areas of Practice
Advisor Information
Office location
6701 Democracy Blvd., Suite 300, Bethesda, MD, 20817
Get directionsRegulatory History
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