Overview
- Headquarters
- Baltimore, MD
- Total Firm Assets
- $508 million
- Average High-Net-Worth Client Portfolio Size
- $5.5 million
Fee Disclosure
Source: AND WEALTH PARTNERS, LLC BROCHURE (2026-02-23) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.00% |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 75.23%
- Number of High-Net-Worth Clients
- 70
- Total Client Accounts
- 254
- Discretionary Accounts
- 222
- Non-Discretionary Accounts
- 32
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 149136
- AND WEALTH PARTNERS, LLC BROCHURE (2026-02-23) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗