Samuel Mckee is a registered investment advisor at Accordant Advisory Group, INC., based in Annapolis, MD. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 189 clients with $280M 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 $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are for the Ambassador Investment Account Program, a wrap fee program. The fee includes execution and clearing charges. AAG retains the discretion to negotiate alternative fees on a client-by-client basis.
Fee Estimator
Location
309 Third Street, Annapolis, MD, 21403-2509
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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
Accordant Advisory Group, INC.
State Registrations1 state
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