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 $250K | 1.25% |
| $250K - $3.5M | 1.00% |
| $3.5M+ | 0.80% |
Fees are subject to negotiation.
Fee Estimator
Financial planning fees range from $500 to $10,000, or $150 to $300 per hour, depending on complexity. Investment advisory fees are based on a percentage of assets under management. The standard AUM fee is 1.25% for assets under $250,000, 1.00% for assets between $250,000 and $3,500,000, and 0.80% for assets over $3,500,000. Fees are negotiable. The annual AUM fee is prorated and paid monthly, in arrears, based on the average daily balance.
Areas of Practice
Advisor Information
Office location
11400 Rockville Pike, Suite 500, Rockville, MD, 20852
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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