Maryland Financial Group, INC.
Assets Under Management
$880.3M
Number of Clients
1,759
Number of Advisors
N/A
Average Client AUM
$500K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Maryland Financial Group provides investment advisory services, including asset management and financial planning, primarily to individuals and high-net-worth individuals. They offer various advisory programs through LPL Financial, such as Strategic Wealth Management, OptimumMarket Portfolios, PersonalWealth Portfolios, ModelWealth Portfolios, and ManagerAccess Select. They also offer financial planning and hourly consulting services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 1.90% |
| $500K - $1000K | 1.65% |
| $1M+ | 1.40% |
Fee Estimator
Maryland Financial Group charges fees based on a percentage of the market value of assets under management, calculated quarterly. Hourly consulting is available at $300/hour. Fixed financial planning fees range from $300 to $15,000 and are negotiable. A portfolio review service is offered for a flat fee of $300 per month. Minimum account sizes apply to certain advisory programs.
Areas of Practice
Location
2600 Tower Oaks Boulevard, Suite 220, Rockville, MD, 20852