Armstrong Dixon
Assets Under Management
$350.5M
Number of Clients
313
Number of Advisors
6
Average Client AUM
$1.1M
AUM per Advisor
$58.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
ADE, LLC provides investment management services tailored to client risk tolerance and financial goals. They also offer financial planning, retirement consulting, and non-investment consulting services. Investment management is provided through LPL Financial programs. They employ a strategic asset allocation approach, balancing risk and reward with a diverse blend of securities.
Fee Structure
Investment advisory fees range from 0.30% to 1.5% annually, based on the market value of assets managed. Financial planning fees range from $2,000 to $20,000 on a fixed fee basis and are negotiable. Retirement consulting fees are either asset-based (0.25% to 0.60% of plan assets) or fixed annual fees, depending on the services and plan size. Fees are generally prorated and paid quarterly in advance.
Areas of Practice
Location
1500 Sulgrave Ave, Baltimore, MD, 21209