Top financial advisors in Takoma Park, MD
We’ve curated a list of the best financial advisors in Takoma Park, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$66,404,450
Number of advisors
2 advisors
| $66,404,450 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Takoma Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Takoma Park. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Qp Consulting
QP Consulting, LLC is a registered investment adviser based in Takoma Park, Maryland, established in 2002 and reorganized as a limited liability company in 2014. The firm offers personalized investment advisory services, specializing in Pension Consulting Services and Portfolio Management Services. For pension consulting, QP Consulting assists with retirement plan specifications, marketplace searches, vendor recommendations, plan management, investment policy statements, implementation, plan reviews, ongoing consulting, communication & education, and asset allocation modeling. Portfolio management services include discretionary and non-discretionary options, with a focus on tailored investment strategies based on client objectives. The firm primarily advises on mutual funds, exchange traded funds, collective investment trusts, and sub-accounts of group annuities. QP Consulting acts as a fiduciary, committed to acting in clients' best interests. The firm manages $76,328,502 in client assets on a discretionary basis and $421,583,552 on a non-discretionary basis. Fees for pension consulting services range from $5,000 to $150,000, while portfolio management fees are based on a percentage of assets under management, with a minimum annual fee of $1,500. QP Consulting does not accept performance-based fees, provides investment discretion, and does not vote client securities. The firm emphasizes client privacy and trade error resolution. For more information, visit http://qp-consulting.com.
$66,404,450 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE OF THE OVERALL ASSETS OF THE QUALIFIED PLAN
Services offered
Portfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Takoma Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Takoma Park. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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