Overview
- Headquarters
- Frederick, MD
- Total Firm Assets
- $157 million
- Average High-Net-Worth Client Portfolio Size
- $2.1 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: FORM ADV 2A JULY 2026 (2026-07-07) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.75% |
| $500,001 | $1,000,000 | 1.25% |
| $1,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $55,000 | 1.10% |
| $10 million | $92,500 | 0.92% |
| $50 million | $292,500 | 0.58% |
| $100 million | $542,500 | 0.54% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 59.49%
- Number of High-Net-Worth Clients
- 45
- Total Client Accounts
- 563
- Discretionary Accounts
- 563
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 323374
- FORM ADV 2A JULY 2026 (2026-07-07) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗