Town Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$121,933,927
Total clients
131
27% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
66
Average account size
$930,793
Client services
Fee options
Financial planning fees may also be charged as flat fees based on the complexity of the plan; specific amounts vary.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $20,000,000: 0.50% $20,000,001+: 0.30%
Account minimum: No written minimum to become a client Fee-only: Financial planning fees may range from $0 to $10,000 depending on complexity; may be one-time or annual.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Town Capital
112 W Pennsylvania Ave, Ste 301
Bel Air MD 21014, United States
Number of offices
1
Quick links
Advisors at this firm
Ryan T
CFP®
Bel Air, MD
Town Capital
If you are analytical, love details, and have higher standards and expectations for your financial advisor, we should talk. Our service model is high touch, very personalized, and as detailed oriented as you can get. We specialize heavily in retirement income planning and customization. We also pride ourselves in our very in depth, proactive tax planning. We are veteran-owned, real fiduciaries, and would love the opportunity to show you what we can do.
Amanda E
Series 63, Series 65
Bel Air, MD
Town Capital
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