Assets Under Management
$3.5M
Number of Clients
8
Number of Advisors
1
Average Client AUM
$438K
AUM per Advisor
$3.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Allsource Financial Management offers customized investment advisory solutions and financial planning services. Gordana Schifanelli provides comprehensive financial advice in estates, trusts, retirement, divorce, legacy, and investment planning. Portfolios are custom-designed using low-cost, diversified mutual funds and ETFs.
103 Wineland Way, Stevensville, MD, 21666