Overview
- Headquarters
- Hunt Valley, MD
- Total Firm Assets
- $595 million
- Average High-Net-Worth Client Portfolio Size
- $2.6 million
- Stated Minimum Account Size
- $750,000
Fee Disclosure
Source: THE JUNK INVESTMENT GROUP ADV PART 2A (2026-02-09)
· View brochure text
Latest filing: THE JUNK INVESTMENT GROUP ADV PART 2A APPENDIX 1 (2026-02-09)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.00% |
| $500,001 | $750,000 | 0.95% |
| $750,001 | $1,000,000 | 0.85% |
| $1,000,001 | $1,500,000 | 0.80% |
| $1,500,001 | and above | 0.75% |
Stated Minimum Annual Fee: $1,200
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,500 | 0.95% |
| $5 million | $39,750 | 0.80% |
| $10 million | $77,250 | 0.77% |
| $50 million | $377,250 | 0.75% |
| $100 million | $752,250 | 0.75% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 96.12%
- Number of High-Net-Worth Clients
- 218
- Total Client Accounts
- 264
- Discretionary Accounts
- 215
- Non-Discretionary Accounts
- 49
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 104619
- THE JUNK INVESTMENT GROUP ADV PART 2A (2026-02-09) (fee schedule source) · View brochure text
- THE JUNK INVESTMENT GROUP ADV PART 2A APPENDIX 1 (2026-02-09) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗