| 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
Get directionsCharles is a partner in Hunt Valley Partners, an investment partnership, since 2017. He dedicates minimal time to this activity and is strictly an investor for personal purposes only.