Connor Chapman is a registered investment advisor at Maryland Capital Advisors, INC., based in Chester, MD. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 190 clients with $490M 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 | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $15.0M | 0.20% |
| $15M+ | 0.20% |
Fees are generally negotiable, and fees for amounts over $15 million are fully negotiable. Billed quarterly in advance.
Fee Estimator
Location
7 Chester Plaza, Chester, MD, 21619
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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
Maryland Capital Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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