Overview
- Headquarters
- Bethesda, MD
- Total Firm Assets
- $2.0 billion
- Average High-Net-Worth Client Portfolio Size
- $12.2 million
Fee Disclosure
Source: TRUMBOWER FINANCIAL ADVISORS, LLC (2025-03-13)
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Latest filing: TRUMBOWER FINANCIAL ADVISORS, LLC (2026-03-06)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.00% |
| $500,001 | $1,000,000 | 0.75% |
| $1,000,001 | $5,000,000 | 0.50% |
| $5,000,001 | and above | 0.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $8,750 | 0.88% |
| $5 million | $28,750 | 0.58% |
| $10 million | $43,750 | 0.44% |
| $50 million | $163,750 | 0.33% |
| $100 million | $313,750 | 0.31% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 98.09%
- Number of High-Net-Worth Clients
- 159
- Total Client Accounts
- 964
- Discretionary Accounts
- 15
- Non-Discretionary Accounts
- 949
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 107495
- TRUMBOWER FINANCIAL ADVISORS, LLC (2026-03-06) · View brochure text
- TRUMBOWER FINANCIAL ADVISORS, LLC (2025-03-13) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗