Locke Asset Management

Locke Asset Management at a glance

• One of 305 fee-only firms based in Virginia in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 3 employees and 49 individual clients, 22 of them high net worth.
• Its average account is about $363,000 (assets it manages divided by its 191 accounts).

Fee-only advisors in Virginia · What fee-only advisors charge in Virginia

Facts

Locke Asset Management fees

Locke Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Arthur Locke

  CFP · PFS