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Home > Financial Planner Directory > Maryland > Bethesda > Timothy C. Coughlin, MBA, CFP®

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Timothy C. Coughlin, MBA, CFP®

Edgemoor Investment Advisors, Inc.

7250 Woodmont Ave
Ste 315
Bethesda, MD 20814-3008
Phone: (301) 543-8371
Fax: (301) 543-8358

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties

Comprehensive Financial Planning
Investment Management

How Planner Charges

Fee Only

Considerations: Broad client base. Assets Under Management (AUM) minimum of $500,000. Annual Fee 1% of AUM with step downs above $2000000. Fee includes full Investment Advisory and Financial Planning Services. References upon request for qualified prospects.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.