Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio management fees are asset-based and negotiable, with a maximum annual fee of 2.50%. Financial planning fees range from $0 to $2,500, depending on the plan's complexity. Consultation fees range from $250 to $500 per hour or a flat rate. Educational seminar fees range from $0 to $10,000, plus expenses. Savings Plan Management fees are fixed and vary depending on the account balance.
Areas of Practice
Advisor Information
Office location
1906 Towne Centre Blvd, Suite 260, Annapolis, MD, 21401
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.
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Matthew works as a paraplanner for Scarborough Capital Management, an outside RIA. This investment-related activity takes about half of his time.