Overview
- Headquarters
- Towson, MD
- Total Firm Assets
- $235 million
- Average High-Net-Worth Client Portfolio Size
- $3.4 million
Fee Disclosure
Source: WRAP FEE BROCHURE (2026-08-27)
· View brochure text
Latest filing: FORM ADV PART 2A (2026-08-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | $1,000,000 | 1.15% |
| $1,000,001 | $2,000,000 | 1.00% |
| $2,000,001 | $3,000,000 | 0.90% |
| $3,000,001 | $5,000,000 | 0.80% |
| $5,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,000 | 1.20% |
| $5 million | $47,000 | 0.94% |
| $10 million | $77,000 | 0.77% |
| $50 million | $277,000 | 0.55% |
| $100 million | $527,000 | 0.53% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 89.10%
- Number of High-Net-Worth Clients
- 62
- Total Client Accounts
- 485
- Discretionary Accounts
- 454
- Non-Discretionary Accounts
- 31
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 285718
- FORM ADV PART 2A (2026-08-27) · View brochure text
- WRAP FEE BROCHURE (2026-08-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗