Financial Consulate
Assets Under Management
$930.0M
Number of Clients
856
Number of Advisors
13
Average Client AUM
$1.1M
AUM per Advisor
$71.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Financial Consulate offers comprehensive and modular financial planning, discretionary and non-discretionary investment management. Services include Financial Physical, Financial Management, Retirement Plan Participant Account Management, Retirement Plan Management, and Corporate Seminars. They tailor services to individual client needs and goals.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
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Location
11019 Mccormick Road, Suite 200, Hunt Valley, MD, 21031
