Patuxent Financial Planning manages investment portfolios for individuals, families, and trusts. They work with clients to determine investment objectives and select an appropriate asset allocation. They also provide financial planning services covering retirement, estate, tax, insurance, college funding, and investment selection. Recommendations are non-discretionary, requiring client approval before trades are made.
Assets Under Management$35M
Clients16
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The minimum initial investment amount, as well as the fee schedule, can be negotiable based on the Client’s unique situation, and what other services may or may not be provided as a part of the contract.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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