MS
CFA
MS
CFA

Michael Joseph Stafford

16 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 Avenue, 15th 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 2014 - Present · 11 yrs 6 mos
Asb Capital Management LLC
June 2010 - Present · 15 yrs 8 mos
Previous Registrations
Legg Mason Trust Fsb
March 2002 - August 2003 · 1 yr 5 mos
State Registrations4 states
DCILMDTX
Advisor
Exams
No exam information available for this advisor.