WC
CFA
WC
CFA

William Hugo Cevallos

6 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
348 clients
Average Client Portfolio
$419K average
Assets Under Management
$145.9M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.50%
$100K - $1.0M1.00%
$1M+1.00%

Fees negotiable over $1,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

810 Gleneagles Court, Suite 109, Baltimore, MD, 21286

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History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Jemma Financial Services
January 2019 - Present · 7 yrs 1 mo
State Registrations2 states
MDPA
Advisor
Exams
No exam information available for this advisor.
William Hugo Cevallos - Financial Advisor | TrueAdvisor