Overview
- Headquarters
- Mclean, VA
- Total Firm Assets
- $127 million
- Average High-Net-Worth Client Portfolio Size
- $7.0 million
Fee Disclosure
Source: FORM ADV PART 2A 2B (2025-08-29)
· View brochure text
Latest filing: FORM ADV PART 2A 2B (2026-03-05)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.00% |
| $500,001 | $1,000,000 | 0.90% |
| $1,000,001 | $2,000,000 | 0.80% |
| $2,000,001 | $5,000,000 | 0.70% |
| $5,000,001 | $10,000,000 | 0.65% |
| $10,000,001 | $20,000,000 | 0.60% |
| $20,000,001 | $50,000,000 | 0.55% |
| $50,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $10,800
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,800 | 1.08% |
| $5 million | $38,500 | 0.77% |
| $10 million | $71,000 | 0.71% |
| $50 million | $296,000 | 0.59% |
| $100 million | $546,000 | 0.55% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 99.40%
- Number of High-Net-Worth Clients
- 18
- Total Client Accounts
- 158
- Discretionary Accounts
- 147
- Non-Discretionary Accounts
- 11
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 325930
- FORM ADV PART 2A 2B (2026-03-05) · View brochure text
- FORM ADV PART 2A 2B (2025-08-29) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗