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 $500K | 1.15% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees are subject to negotiation. Related accounts may be combined to reduce the fee charged. Minimum fee: $625 per quarter.
Fee Estimator
For investment management, the annual advisory fee is 1.15% on the first $500,000, 0.80% on the next $500,000, and 0.60% on amounts over $1,000,000. The minimum quarterly fee is $625. Financial planning fees range from $400 hourly to $3,200 annually. Other services are billed at $400 per hour or a predetermined flat fee. Fees are negotiable, and related accounts may be combined to reduce fees. A minimum investment of $500,000 is generally required for discretionary asset management.
Areas of Practice
Advisor Information
Office location
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD, 21401
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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