Baltimore-Washington Financial Advisors provides a wide range of services including financial planning, investment management, tax preparation, and business advisory services. Founded in 1986, the firm takes a holistic team approach to integrate investment strategies, tax planning, and financial goals for individuals, families, and business owners. Their investment management services build diversified portfolios using publicly traded securities, tailoring strategies to match each client's risk tolerance. The firm also offers specialized financial plans, such as retirement and estate planning, living legacy planning, and business services like valuations and succession planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Higher tier clients receive complimentary or discounted financial planning and tax services.
