Sarah Mouser is a CFP-designated registered investment advisor at Verdence Capital Advisors, LLC, based in Hunt Valley, MD, with 8 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Athletes & Entertainers, Business Owners, Charitable Giving, and 7 more. Their firm serves 1,751 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 negotiated with new advisors joining the firm.
Fee Estimator
Contact
Sarah Mouser
Location
50 Schilling Road, Suite 300, Hunt Valley, MD, 21031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sarah owns rental property managed by an outside company since 2011, dedicating minimal time to it. She is also a certified Barre fitness instructor at Inspire Fitness and Wellness, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
Verdence Capital Advisors, LLC
Previous Registrations
Cassaday & Company, INC.
Savant Capital Management
Sagevest Wealth Management
Ameriprise Financial Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
As the Managing Director of Financial Planning at Verdence, Sarah Mouser works closely with the entire Verdence team to develop custom, individualized planning strategies for clients. She helps the firm’s financial planning services to stay ahead of the curve delivering seamless, integrated and holistic solutions. Sarah also oversees the firm’s training and mentorship programs to support career development.