| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees for existing clients and family office clients may vary. Fees may be negotiable for new advisors joining the firm.
50 Schilling Road, Suite 300, Hunt Valley, MD, 21031
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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 →Kelly serves on the board of directors for the Financial Planning Association of Maryland. This activity involves professional development and business building for financial planning professionals, requiring a few hours per week.