| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees for existing clients and family office clients may vary. Fees may be negotiable for new advisors joining the firm.
50 Schilling Road, Suite 300, Hunt Valley, MD, 21031
Get directionsBrian is a partner in Hunt Valley Partners, an investment partnership, since 2015. He dedicates minimal time to this activity as a passive investor for personal investment purposes.