Areas of Practice
Investment ManagementRetirement PlanningTax PlanningBusiness OwnersEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
13 advisors
Number of Clients
4,597 clients
Average Client Portfolio
$543K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.65%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

5950 Symphony Woods Rd., Suite 600, Columbia, MD, 21044

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
Baltimore-Washington Financial Advisors
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
T. Rowe Price Advisory Services, INC.
March 2017 - January 2024 · 6 yrs 10 mos
T. Rowe Price Investment Services, INC.Broker
July 2015 - January 2024 · 8 yrs 6 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.