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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Fee is negotiable on a client-to-client basis. The Consulate also retains discretion to modify the fee structure in writing to the client.
Fee Estimator
The Financial Consulate charges fees for financial planning (Financial Physical at $5,000), hourly services ($200/hour), tax preparation (based on complexity), and investment management (percentage of assets managed). Clients who engage in Financial Management will receive a billing credit towards those services in the amount of the financial planning fee paid. There is a $5,000 minimum annual fee for ongoing services. Some accounts may be billed at a different rate based on other factors.
Areas of Practice
Advisor Information
Office location
11019 Mccormick Road, Suite 200, Hunt Valley, MD, 21031
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Alec Christopher SunnersRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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