Calabash Asset Management, LLC fees
Financial planner in North Potomac, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Calabash Asset Management, LLC (North Potomac, MD) charges up to $250 an hour and a flat or project fee of up to $25,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the Maryland median of $300.
“Hourly engagements are billed at a rate of up to $250 per hour.”
- Flat or project fee
- Up to $25,000
Can go up to $25,000; the Maryland median is $4,600.
“Fixed fee engagements range up to $25,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
How Calabash Asset Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Investment Manager.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Investment Manager.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 16
- Works with
- Individuals and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, newsletters and publications, and educational seminars and workshops
- Assets managed
- $173,402
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 26, 2026
- CRD number
- 287793 (opens in new tab)
- Phone
- (888) 622-2462
Other planners in North Potomac that publish fees
- Lenet Financial Resources, LLCNorth PotomacHourly $175/hr 2013 brochure
More planners in Maryland that publish fees
- DocShah Financial, LLCEllicott CityFlat $3,000-$8,000
- L. K. Benson & Company, P.C.TimoniumHourly $195-$585/hr, Annual $10,000-$32,000/yr
- Adenry Wealth LLCColumbiaHourly $300/hr
- Nautical Financial PlanningGambrillsHourly $250/hr
- Miller Capital Management, Inc.BethesdaHourly $400/hr
- Financial Management Strategies, LLCBaltimoreAnnual $5,000-$15,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.