$107MM AUM | $971,000 GDC in Baltimore, MD

Market
RIA
Member Level
Premier
Last Activity
today
General
Location
Baltimore, MD, US
Profile Type
Buyer | Continuity
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$107,800,000.00
Gross Revenue
$971,000.00
# of Accounts
442
Avg Client Age
55
Overview

We are a growing firm in Baltimore with success developing new advisors. Spare capacity to immediately serve additional clients makes it possible for us to be the succession partner for several firms. Each of our associates either has or is working toward CFA or CFP designations.

Comprehensive financial planning for the mass affluent marketplace covers a wide range of issues including: tax planning, insurance, workplace benefits, investing, legal protections, liquidity, education and retirement. A competitive $500 flat fee for our planning service leads to robust referrals, The thoroughly comprehensive planning approach then leads to a very high retention rate for our individual portfolio management services.

A buy-and-hold value approach appeals to high net worth families, endears clients to quality holdings, reduces their costs, and affords time for value added services throughout the year.

We look forward to exploring any fit between our two firms.

Custodian: Fidelity

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