Financial Consulate, based out of Hunt Valley, MD, is a prominent local investment advisory firm offering comprehensive financial services. With a team of 23 dedicated professionals, including 10 investment advisors, they provide expert guidance and assistance to a diverse clientele. Their impressive track record is reflected in their average assets under management per investment advisor, which stands at an exceptional $966,640,000, surpassing the industry average.
Financial Consulate's compensation structure is designed to align their interests with their clients' success. It includes various models such as a percentage of asse...
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Assets Under Mgmt
$589.98M
Investment Professionals
10
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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