Financial Consulate
Assets Under Management
$1.1B
Number of Clients
849
Number of Advisors
13
Avg. Portfolio per Client
$1.3M
Avg. Managed per Advisor
$84.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
The Financial Consulate offers financial planning and investment management services. Financial planning includes a review of your finances, cash flow, estate planning, tax planning, company benefits, insurance, education, and retirement. Investment management involves designing portfolios using stocks, mutual funds, exchange traded funds, bonds, and other investments based on your goals and risk tolerance. The Financial Consulate can also supervise assets you manage yourself.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Some accounts may be billed at a different rate based on other factors. Fees are negotiable on a client-to-client basis. The firm also retains discretion to modify the fee structure in writing to the client.
Fee Estimator
Areas of Practice
Location
11019 Mccormick Road, Suite 200, Hunt Valley, MD, 21031
