Thad Ismart is a CFP-designated registered investment advisor at Baltimore-Washington Financial Advisors, based in Columbia, MD, with 18 years of industry experience. Thad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,975 clients with $2.8B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fee Estimator
Contact
Thad Ismart
Location
10960 Grantchester Way, Suite 110, Columbia, MD, 21044
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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 →Employment History
Current Registrations
Baltimore-Washington Financial Advisors
Previous Registrations
Planning Solutions Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
T. Rowe Price Advisory Services, INC.
State Registrations1 state
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