Mary Braun is a registered investment advisor at Chapin Davis Asset Management, based in Lutherville, MD, with 44 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 498 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is 2.00% annually, calculated on your account value. This fee may be negotiable with your investment adviser representative. This fee also applies to wrap fee accounts and 401k investment advisory services.
Fee Estimator
Location
Lutherville, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mary works as an agent at Chapin Davis Insurance, researching life, long-term care, and annuity products. This takes a few hours per week.
Employment History
Current Registrations
Chapin, DavisBroker
Chapin, Davis
Chapin Davis Asset Management
Previous Registrations
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
The Riderwood Group IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
Bache Halsey Stuart Shields IncorporatedBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.