| 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 directionsKevin is a coach at Gorillaz Fitness, dedicating about 10-20% of his time to this role since 2015. He is also a partner in Hunt Valley Partners, an investment partnership, but is strictly an investor and spends minimal time on this activity.