| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fee may be negotiated.
1411 Clarkview Road, Baltimore, MD, 21209
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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 →Keith serves as a trustee for St. Paul's School and a director on the Endowment Committee for Old St. Paul's Episcopal Church, dedicating minimal time to each. Keith is also an agent at Chapin Davis Insurance, Inc. since 2009, selling variable and fixed insurance products a few hours per week.