S
Society Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,436,832
Clients
58
60% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
Very HighAverage account size
$386,842
About
Society Investment Management is a fee-only independent advisory firm that provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. Services include cash flow and tax planning, retirement and education planning, estate planning, and ongoing portfolio management, with written initial evaluations and periodic client reviews.
The firm typically manages client assets on a discretionary basis, using diversified allocations of stocks, bonds and no- or low-load mutual funds and employing growth and income strategies alongside fundamental and technical analysis; clients may impose investment restrictions. Engagements are structured as ongoing advisory relationships billed as a percentage of assets, and the firm also offers limited-scope hourly planning engagements and standalone tax-preparation services.
Distinctive aspects include the integration of tax preparation into the advisory relationship—eligible federal and state returns are filed electronically as part of the service—and a principal with a CPA background and advanced finance education that informs the firm’s emphasis on tax and accounting issues. The firm operates strictly on a fee-only basis, does not accept commissions or sell financial products, maintains no account minimum, and uses qualified custodians for safekeeping while placing trades under limited power of attorney.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Fee options
$0 - $1,000,000: 1.00% $1,000,000+: 0.50%
$100 per hour for hourly planning engagements; $50 per hour for tax preparation work when performed separately; minimum tax preparation fee $100.
Fee-only: Strictly a fee-only financial planning and investment management firm; no commissions or other fees accepted.
Main office location
Society Investment Management
Baltimore MD, United States
Number of offices
1
Most active in
Society Investment Management has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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