TI
CFP
TI
CFP

Thad Joseph Ismart

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningBusiness OwnersEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
13 advisors
Number of Clients
4,597 clients
Average Client Portfolio
$543K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.65%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

TI
Thad Joseph Ismart

Location

5950 Symphony Woods Rd., Suite 600, Columbia, MD, 21044

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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.

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Employment History
Current Registrations
Baltimore-Washington Financial Advisors
February 2013 - Present · 13 yrs
Previous Registrations
Planning Solutions Group, LLC
May 2012 - February 2013 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2011 - October 2011 · 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2011 · 1 yr 9 mos
Citigroup Global Markets INC.
April 2007 - June 2009 · 2 yrs 2 mos
T. Rowe Price Advisory Services, INC.
February 2007 - March 2007 · 1 mo
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
TI
Contact
Thad Joseph Ismart