Overview

Headquarters
Cranston, RI
Total Firm Assets
$154 million
Average High-Net-Worth Client Portfolio Size
$1.3 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: FORM ADV PART 2A (2026-08-10) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.25%
$500,001 $1,000,000 1.00%
$1,000,001 $3,000,000 0.90%
$3,000,001 $10,000,000 0.75%
$10,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,250 1.12%
$5 million $44,250 0.88%
$10 million $81,750 0.82%
$50 million $281,750 0.56%
$100 million $531,750 0.53%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
61.86%
Number of High-Net-Worth Clients
75
Total Client Accounts
618
Discretionary Accounts
615
Non-Discretionary Accounts
3

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
152001

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions