Bethesda Financial Advisors offers investment management based on individual client goals and risk tolerance. They create investment plans and manage portfolios. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. Bethesda Financial Advisors primarily recommends US equities and fixed income mutual funds and ETFs.
Assets Under Management$84M
Clients58
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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