Financial Consulate
Assets Under Management
$930.0M
Number of Clients
856
Number of Advisors
13
Average Client AUM
$1.1M
AUM per Advisor
$71.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Financial Consulate provides comprehensive and modular financial planning and discretionary/non-discretionary investment management services. They offer a Financial Physical, Financial Management, and Retirement Plan Participant Account Management. They tailor services to individual client needs, goals, risk tolerance, and time horizons.
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
Location
11019 Mccormick Road, Suite 200, Hunt Valley, MD, 21031
