Society Investment Management

Society Investment Management at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 1 employee and 58 individual clients, 35 of them high net worth.
• Its average account is about $387,000 (assets it manages divided by its 58 accounts).

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

Facts

Society Investment Management fees

Society Investment 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)

• Gregory Fridley

Other fee-only firms in Baltimore

• The NLW Capital Group
• Trasatti Wealth Planning
• WBH Advisory
• Wealth Planning Group
• A.G. Campbell Advisory
• Aerie Capital Management
• Bmore Financially Fit
• Booster

Fee-only advisors in Maryland