Craig Pernick is a registered investment advisor at Asb Capital Management LLC, based in Bethesda, MD, with 26 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 82 clients with $33B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for amounts over $10,000,000. Smaller accounts may be subject to a minimum annual fee. This fee schedule is for individually managed balanced and equity accounts.
Fee Estimator
Location
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD, 20814
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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 →Employment History
Current Registrations
Asb Capital Management LLC
Chevy Chase Trust Company
Previous Registrations
Asset Management INC
State Registrations8 states
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