Firm
Poise Investment Advisors
Germantown, Maryland
Fee-only
Poise Investment Advisors at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 4 employees and 12 individual clients.
- Its average account is about $108,000 (assets it manages divided by its 12 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Germantown, Maryland |
|---|---|
| Website | poiseinvestment.com |
| Phone | (202) 417-4070 |
Poise Investment Advisors fees
Poise Investment Advisors 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
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 12 |
| Accounts managed | 12 |
| Employees | 4 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | August 29, 2026 |
| SEC record | CRD 315434 |