Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,158 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$2.2B
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees negotiable within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
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Contact
Jane Delashmutt O'mara
Location
4520 East-West Highway, Suite 450, Bethesda, MD, 20814
Get directionsHistory
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 →Other Business Activities
Jane is a managing member and owner of Delashmutt LLC, a real estate and maritime business, dedicating minimal time. She also serves on the board of directors for Talbot Hospice, focusing on development and investment committees, spending a few hours per week.
Employment History
Current Registrations
Fbb Capital Partners
September 2014 - Present · 11 yrs 5 mos
State Registrations3 states
MDTXVA
Advisor
Exams
No exam information available for this advisor.
Contact
Jane Delashmutt O'mara