Remnant Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Remnant Wealth provides investment and advisory services focused on pooled vehicles and institutional-style engagements, offering portfolio management, wealth management, financial planning, and educational seminars. In its Form ADV the firm reported managing no client assets at the time of filing while projecting it would manage approximately $1.3 million within the first 90 days of registration.
The firm operates on a non‑discretionary basis, tailoring portfolios to client objectives and employing exchange‑traded funds, mutual funds, corporate and municipal securities, and U.S. government securities with ongoing monitoring and rebalancing. Its methods of analysis include fundamental, technical, charting, and cyclical techniques, and it uses both long‑ and short‑term trading strategies as appropriate to client goals.
Remnant Wealth’s brochure discloses several features that are uncommon among peers: in addition to percentage‑of‑AUM arrangements it may receive commissions and charges for hourly or fixed‑fee planning, and it can select or refer clients to third‑party registered investment advisers (TP RIAs) whose advisory fees can include a portion paid to the firm. The firm also discloses that its principal is a licensed insurance producer who receives commissions for insurance sales, a potential conflict of interest the brochure addresses by informing clients they may purchase recommended products through other brokers.
Client services
Expertise
Fee options
Fixed fees ranging from $2,500 to $10,000 for broad based personal financial plans; $5,000 to $35,000 for business consulting services
$200,000 - $1,000,000: 1.14% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% $5,000,000+: 0.60%
Commission compensation received for life, disability income, and property & casualty insurance products
Up to $375 per hour with a minimum engagement of 3 hours for specific financial consulting services
Account minimum: $200,000 (may be waived at the firm's discretion) Minimum fee: $2,280 minimum annual fee when account minimum is waived Fee-only: Fixed fees ranging from $2,500 to $10,000 for broad based personal financial plans; fixed fees from $5,000 to $35,000 for business consulting; hourly fees up to $375 with a minimum engagement of 3 hours
Main office location
Remnant Wealth
Gaithersburg MD, United States
Number of offices
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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