Homestead Advisers Corp

CRD#109845
Investment Advisor Firm

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Learn more about Homestead Advisers Corp

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Homestead Advisers Corp is located at 4301 Wilson Blvd., Arlington, VA. The firm employs 13 financial advisors to manage client portfolios and provide financial guidance. Homestead Advisers Corp is not a registered broker-dealer.

    Homestead Advisers Corp oversees $7.2 billion in assets under management across 20 accounts, all of which are discretionary. The services offered include financial planning services, portfolio management for investment companies, and portfolio management for institutional clients. The firm caters to investment companies, which are also the largest client type by accounts. The fee structure at Homestead Advisers Corp includes asset-based and other fees. The firm maintains affiliations with a broker-dealer or securities dealer.

    Homestead Advisers Corp is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $7.2 billion

    Number of Advisors

    13

    Disclosures

    No

    Office Location

    4301 Wilson Blvd.
    Arlington, VA 22203-1860

    Homestead Advisers Corp by the Numbers

    Total Assets Under Management

    $7.2 billion

    National Average: $8.6 billion
    Total Number of Employees

    41

    National Average: 64
    Total Number of Accounts

    20

    National Average: 375,227
    Average Account Size

    $360.4 million

    National Average: $23.0 thousand
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    Products and Services

    Homestead Advisers Corp provides a number of services, including financial planning services, portfolio management for investment companies, and portfolio management for institutional clients. However, Homestead Advisers Corp did not provide financial planning services to any of its clients in the prior financial year. The Company is involved in selling products or offering services aside from investment advisory services to its clients.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Find a firm that offers this service

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    A financial advisor's fees usually are based on the type of financial services provided. Fees billed by Homestead Advisers Corp most likely consist of some combination of the following fee types: asset-based or other.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Types of Clients

    The firm provides services to investment companies. Homestead Advisers Corp's largest client group by number of accounts is pension plans.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Homestead Advisers Corp does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Homestead Advisers Corp

    Tamika Bishop
    Arlington, VA
    Christopher Hodges
    Arlington, VA
    Mark Edwards
    Arlington, VA
    Keith Ellis
    Silver Spring, MD
    William Kindle
    Medfield, MA
    Megan Fontem
    Arlington, VA
    Stephanie Mills
    Arlington, VA
    Cedrian Cross-Smith
    Arlington, VA
    Brian Allen
    Arlington, VA

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    The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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