Connectus Wealth is a financial advisory firm based in Hunt Valley, Maryland. It currently has approximately $7,558,090,245 of assets under management and employs about 89 people. Connectus Wealth uses a fee structure of a percentage of assets under your management, fixed fees and revenue sharing with our affiliates, ftcs and frs.

Verdence Capital Advisors, LLC is a registered investment adviser established in July 2017, offering discretionary investment advisory services based on a percentage of assets managed. The firm specializes in providing family office services through Verdence/FAMILY, sports and entertainment advisory services through Verdence/PRO, and outsourced chief investment office services through RIA+. Clients can also engage the firm for financial planning and consulting services on a separate fee basis. The firm primarily manages assets for individuals, business entities, and

Asset Strategy Consultants LLC is a financial advisory firm based in Hunt Valley, Maryland. It currently has approximately $1,984,314,541 of assets under management and employs about 22 people. Asset Strategy Consultants LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and one-time projects, with negotiated fee.

Tufton Capital Management LLC, established in November 1995, is an SEC-registered investment advisor based in Hunt Valley, MD. The firm specializes in providing investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Their investment strategy focuses on three asset classes: money market funds, fixed income securities, and equity securities, with a value-oriented approach that combines growth and value stocks. Tufton Capital offers fee-only services, with fees assessed based on assets under management, starting at 1.00% on the first $2,000,000. The firm requires a minimum initial investment of $500,000, and clients have the option of being billed directly or having fees deducted from their accounts. Tufton Capital Management operates with full investment discretion, tailoring investment portfolios to individual client needs. The firm does not charge performance-based fees and acts as a fiduciary, placing clients' interests first. Clients have the option to vote on their securities or have Tufton Capital vote on their behalf. The firm has no legal or disciplinary events to report and maintains a strong focus on compliance and ethical conduct.

Marathon Capital Management, LLC, established in 1998, is a registered investment adviser specializing in providing investment management services to individuals and organizations. The firm's investment philosophy focuses on "growth at a reasonable price" (GARP), emphasizing investments that are attractively priced based on future growth expectations. Marathon offers five portfolio management categories and manages accounts on a discretionary basis, with a focus on long-term capital appreciation. The firm employs a "buy and hold" strategy, aiming for long-term investment success. Marathon charges a fee based on a percentage of assets under management, with a maximum annual fee of 1.00%, and fees are negotiable. The firm manages over $694 million in client assets on a discretionary basis. Clients are billed quarterly based on the previous quarter's market value. Marathon may use outside money managers for some accounts, with clients responsible for transaction fees. The firm does not accept performance-based fees and provides services to individuals, trusts, estates, and charitable organizations with a minimum account size of $500,000. Marathon acts as a fiduciary, operating under a rule that requires them to act in clients' best interests. The firm's investment strategy involves individual security selection and long-term investment horizons. Clients have the option to place reasonable restrictions on investments, and Marathon offers financial planning services using MoneyGuidePro software at no extra charge. The firm does not actively solicit new business and primarily acquires clients through referrals. Marathon has not been subject to any legal or disciplinary actions since its establishment.

Financial Consulate is a financial advisory firm based in Hunt Valley, Maryland. It currently has approximately $582,992,789 of assets under management and employs about 23 people. Financial Consulate uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

VSM Wealth Advisory, LLC is a Registered Investment Adviser based in Hunt Valley, Maryland. Established in 2021 as the successor to Van Sant and Mewshaw, Inc., founded in 1992, the firm is principally owned by Fred Cregan Hill, III. VSM specializes in providing portfolio management and investment supervisory services, tailored to individual client needs, circumstances, goals, and risk tolerance. The firm acts as a 3(38) level fee fiduciary for qualified retirement accounts under ERISA, offering services such as budget management, insurance planning, retirement planning, and college funding. VSM operates on a fee-only basis, charging a percentage of assets under management, with fees negotiable within a specified range. The firm does not engage in performance-based fees or side-by-side management. VSM primarily uses index mutual funds and exchange-traded funds in implementing investment strategies, with a focus on asset allocation to achieve client objectives. The firm does not participate in wrap fee programs and does not receive compensation for the sale of securities or investment products. Clients have the option to grant VSM investment discretion, allowing the firm to manage accounts without prior client approval. VSM also provides detailed quarterly portfolio reports and maintains a code of ethics to ensure client interests are prioritized.

Harvest Investment Consultants, LLC is a registered investment advisor established in 1987, offering fee-based investment management services to individuals, families, and various organizations. The firm provides portfolio design, active management, and financial planning services, including retirement, education, insurance, charitable planning, and estate planning. Harvest tailors portfolios based on conservative to aggressive strategies, utilizing various security types. The firm acts as a fiduciary for retirement plan accounts and IRAs, ensuring recommendations are in clients' best interests. Investment management fees range from 0.50% to 1.20%, with planning fees ranging from $1,000 to $2,500 or hourly rates from $250 to $400. Harvest does not participate in wrap fee programs and maintains an independent focus by not receiving commissions. The firm uses Fidelity and Charles Schwab as custodians and does not allow directed brokerage. Harvest's investment strategies involve thorough analysis and risk management, considering factors like interest rate, credit, inflation, and liquidity risks. The firm reviews client accounts regularly, provides quarterly reports, and offers clients access to a personalized portal for monitoring performance. Harvest does not receive compensation for client referrals and does not have custody of client assets, which are held by Charles Schwab and Fidelity. Harvest operates with investment discretion, making trading decisions on a discretionary basis within agreed-upon parameters. The firm does not vote client securities and has a sound financial standing with no impairments to meeting obligations.

The Marshall Financial Group LLC, established in May 2008 and registered with the SEC in December 2019, offers personalized financial services to individuals, businesses, and organizations. Led by Peter A. Marshall, the firm focuses on assessing client assets, risk tolerance, and financial goals to create tailored investment portfolios. Services include budgeting, education and retirement planning, legacy/estate planning, and investment analysis. The firm operates as a fiduciary, obligated to act in clients' best interests, providing prudent and loyal advice. With approximately $582.7 million in discretionary assets under management and $10.4 million in non-discretionary assets, the firm charges investment management fees up to 3% annually, with minimum fees disclosed in the Investment Management Agreement. Clients may impose restrictions on investments, and the firm offers Pontera services for asset monitoring. The firm does not charge performance-based fees and discloses potential risks associated with investments. Clients are provided with annual account reviews and proxy voting services. The Marshall Financial Group LLC does not maintain custody of client assets and recommends using Charles Schwab or PKS as custodians. The firm does not use soft dollars and offers both discretionary and non-discretionary advisory services. Clients have the option to opt into proxy voting services. The firm has not faced any material legal or disciplinary actions.