Aerie Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aerie Capital Management provides discretionary investment management, retirement-plan consulting and financial planning to a mix of individual investors and institutional clients, including corporate pension and profit-sharing plans, participant-directed defined contribution plans, and charitable organizations. The firm also offers non-discretionary ERISA 3(21) advice to plan sponsors and prepares financial plans on a fixed- or hourly-fee basis.
The firm’s investment process combines fundamental, quantitative and technical analysis and generally favors long-term allocations to individual stocks and bonds, mutual funds and ETFs. It also uses derivatives—including options strategies implemented with defined risk—in separately managed accounts and performs periodic monitoring of plan investment menus and service providers.
What is noteworthy relative to many independent advisers is the combination of institutional and charitable clients together with pension consulting services, an arrangement that is less common among peers of this size. The lead investment professional holds the CFA charter and brings prior portfolio and research experience, and the firm accepts proxy-voting responsibility and written client investment restrictions as part of its fiduciary services.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fee generally between $1,000 to $2,500
$0 - $250,000: 1.000% $250,000 - $500,000: 0.875% $500,000 - $750,000: 0.75% $750,000 - $1,000,000: 0.625% $1,000,000+: 0.50%
$250 per hour, billed in 15-minute increments
Main office
Baltimore MD
Advisors at this office
1
Most active in
Maryland · North Carolina
Also doing business as
Aerie Capital Management · Aerie Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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