| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.60% |
| $20.0M - $40.0M | 0.50% |
| $40M+ | 0.50% |
Fees negotiable on assets above $40,000,000
8850 Columbia 100 Parkway Suite 306, Columbia, MD, 21045
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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 →Roger is involved in several business activities, including being a VP of WPM Condo Assoc., owner/managing director of RSD Financial, adjunct faculty at Howard Community College, and an insurance agent. He is also a managing director at Lynx Investment Advisory.