Obsidian Personal Planning Solutions, LLC
Assets Under Management
$407.2M
Number of Clients
790
Number of Advisors
7
Average Client AUM
$515K
AUM per Advisor
$58.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Obsidian Personal Planning Solutions, LLC offers discretionary and non-discretionary portfolio management services through a wrap-fee program. They formulate investment strategies based on individual client objectives. Assets are held at Charles Schwab. Clients are responsible for notifying the firm of any changes in their financial situation or investment objectives.
Fee Structure
Obsidian Personal Planning Solutions charges an annual wrap fee based on the market value of your assets under management. The maximum fee is 1.3% of total assets. The fee is billed and payable quarterly in advance. The Program fee includes the fee they pay to manage your account and Charles Schwab transaction or execution costs. The Program fee is negotiable, depending on individual client circumstances.
Areas of Practice
Location
2099 Gaither Road, Suite 110, Rockville, MD, 20850