Joseph Wehr is a CFA-designated registered investment advisor at Maryland Capital Advisors, INC., based in Severna Park, MD, with 6 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 190 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4.0M - $5.0M | 0.40% |
| $5.0M - $6.0M | 0.30% |
| $6.0M - $7.0M | 0.30% |
| $7.0M - $8.0M | 0.30% |
| $8.0M - $9.0M | 0.30% |
| $9.0M - $10.0M | 0.30% |
| $10.0M - $11.0M | 0.20% |
| $11.0M - $12.0M | 0.20% |
| $12.0M - $13.0M | 0.20% |
| $13.0M - $14.0M | 0.20% |
| $14.0M - $15.0M | 0.20% |
| $15M+ | 0.20% |
Fees are negotiable for accounts over $15 million.
Fee Estimator
Location
Severna Park, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Maryland Capital Advisors, INC.
Previous Registrations
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
State Registrations2 states
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