MH
MH

Mary Lucille Hughes

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
212 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$277.6M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.15%
$500K - $1.0M0.80%
$1M+0.60%

Fees are subject to negotiation. Related accounts may be combined to reduce the fee charged.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,500
Loading...

Location

1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD, 21401

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
1 North Wealth Services, LLC
April 2009 - Present · 16 yrs 10 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.