Allsource Wealth Management, LLC
Assets Under Management
$3.5M
Number of Clients
8
Number of Advisors
1
Average Client AUM
$438K
AUM per Advisor
$3.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Allsource Financial Management offers customized investment advisory solutions, including account portfolio management and financial planning services. Gordana Schifanelli, Esq., provides comprehensive financial advice in estates and trusts, retirement, divorce, legacy, and investment planning. Portfolios are custom-designed to fit client needs and risk tolerance, using low-cost, diversified mutual funds and ETFs.
Fee Structure
Allsource charges an annual investment advisory fee up to 2.00% of assets under management, billed quarterly in advance. Fee rates may be negotiable. Clients can also retain Allsource for financial consulting on an hourly basis, ranging from $100.00 to $350.00 per hour, which may be negotiable. A client may be required to deposit an agreed upon amount into escrow prior to establishing an advisor -client relationship.
Areas of Practice
Location
103 Wineland Way, Stevensville, MD, 21666