ED
CFA
ED
CFA

Edward Bernerd Dobranetski

22 Years of Experience
Areas of Practice
Investment ManagementHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
1,234 clients
Average Client Portfolio
$32.6M average
Assets Under Management
$40.3B

Fee Structure

Minimum Investment:$3M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.25%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$35,000
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Location

7501 Wisconsin Ave, 14th Floor, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Chevy Chase Trust Company
August 2005 - Present · 20 yrs 6 mos
Previous Registrations
Bb&t Asset Management, INC.
October 2003 - June 2005 · 1 yr 8 mos
State Registrations10 states
ALCADCDEILMDNCNYPAVA
Advisor
Exams
No exam information available for this advisor.