Advisor at Goldsborough Capital Management, LLC
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Firm
Goldsborough Capital Management, LLC
Location
Gaithersburg, MD 20878-5789
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
30 years
Stephanie Bigwood is a CFP® and ChFC® with 30 years of experience in financial advisory and related fields. She is the principal of Goldsborough Capital Management, LLC, a firm she has led since 2012. In addition to her advisory work, she manages Goldsborough Tax and Accounting Services, LLC, where she prepares tax returns. Bigwood is also involved with the TowsonTowne Rotary Foundation as a board member. Goldsborough Capital Management provides investment advisory and portfolio management services to individuals, trusts, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. The firm designs portfolios tailored to clients' objectives and risk tolerance, employing a range of strategies including asset allocation, option strategies, and the use of sub-advisers.
Based on Goldsborough Capital Management, LLC
Fixed financial planning fees range from $1,000 to $20,000 per project, negotiable.
Under $120,000 - $120,000: Maximum annual advisory fee $1,500 $120,000 - $499,999: 1.25% $500,000 - $749,999: 1.15% $750,000 - $999,999: 1.10% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.90% $3,000,000 - $3,999,999: 0.80% $4,000,000 - $4,999,999: 0.70% $5,000,000 - $9,999,999: 0.60% $10,000,000+: 0.50%
Hourly financial planning fees range from $75 to $200 per hour, negotiable.
Account minimum: $100,000 Minimum fee: $375 per quarter minimum asset management fee Fee-only: Financial planning fees charged in advance as fixed fees or hourly rates. Fixed fees range from $1,000 to $20,000 per project. Hourly fees range from $75 to $200 per hour.
9711 Washingtonian Blvd, Suite 550
Gaithersburg, MD 20878-5789
Maryland
SGB Driving Services
2018 - Present (8 years)
Goldsborough Capital Management, LLC
2012 - Present (14 years)
Goldsborough Tax and Accounting Services, LLC
2010 - Present (16 years)
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Insurance agent
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Accountant / CPA / tax prep
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Bank
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They provide trust and estate administration services, typically for separate fees.
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Real estate agent
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Other specialized services
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