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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets managed, billed quarterly in advance. The firm generally requires a $1,000,000 account minimum, but this may be waived. Financial planning is included for investment management clients. The standard tiered investment management fee schedule is listed in the table above. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
3901 Fairfax Drive, Suite 400, Arlington, VA, 22203
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Brian Matthew FyockRegulatory 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.
Learn about disclosures →Other Business Activities
Brian is the Chief Financial Officer at Sterne, Kessler, Goldstein & Fox P.L.L.C., a law firm, since 2016. This requires nearly full-time commitment, with some hours during securities trading hours, and involves accounting and financial responsibilities.
Employment History
Current Registrations
Evermay Wealth Management, LLC
State Registrations1 state
Exams
Additional Information
Brian Fyock is a Wealth Advisor providing comprehensive, tax-efficient investment and financial planning to law firm and consulting firm partners and their families.