Overview
- Headquarters
- Timonium, MD
- Total Firm Assets
- $172 million
- Average High-Net-Worth Client Portfolio Size
- $3.1 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: FORM ADV PART 2A - FIRM BROCHURE (2026-06-09) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $3,000,000 | 0.95% |
| $3,000,001 | and above | 0.65% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,500 | 0.95% |
| $5 million | $41,500 | 0.83% |
| $10 million | $74,000 | 0.74% |
| $50 million | $334,000 | 0.67% |
| $100 million | $659,000 | 0.66% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 90.16%
- Number of High-Net-Worth Clients
- 50
- Total Client Accounts
- 333
- Discretionary Accounts
- 333
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 338023
- FORM ADV PART 2A - FIRM BROCHURE (2026-06-09) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗