| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $200K | 1.40% |
| $200K - $300K | 1.30% |
| $300K - $400K | 1.20% |
| $400K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.50% |
48 East Gordon Street, Bel Air, MD, 21014
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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 →Chad is a director and partner liaison for the Financial Planning Association of Maryland, working to develop educational programming and networking opportunities. He also serves as treasurer for the Greater Bel Air Community Foundation, reviewing and recording transactions; both activities require minimal time.