Assets Under Management
$580.9M
Number of Clients
119
Number of Advisors
2
Average Client AUM
$4.9M
AUM per Advisor
$290.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
The firm offers asset management, financial planning & consulting, and retirement plan consulting services. Asset management includes creating tailored portfolios with various securities. Financial planning covers investment, retirement, estate, tax, and other areas. Retirement plan consulting assists employer plan sponsors with plan establishment, monitoring, and review.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
7910 Woodmont Ave, Suite 1120, Bethesda, MD, 20814