Advocate Investing Services
DBA: Advocate Investing Services, Llc
15949 FREDERICK ROAD, Woodbine, Maryland 21797
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
the previous schedule, client fees were negotiable and ranged from 0.50% to 2.0% of assets under management. The new tiered schedule is shown below. The rates shown below apply to the market value of all assets under management, including cash balances that are available for investment. These rates
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.