Overview

Total Firm Assets
$220 million
Average High-Net-Worth Client Portfolio Size
$6.6 million
Stated Minimum Account Size
$5,000,000

Fee Disclosure

Source: FORM ADV PART 2A AND 2B (BROCHURE SUPPLEMENT) (2026-04-23) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 $5,000,000 0.60%
$5,000,001 $10,000,000 0.30%
$10,000,001 and above 0.15%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Below minimum client size
$5 million $38,000 0.76%
$10 million $53,000 0.53%
$50 million $113,000 0.23%
$100 million $188,000 0.19%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
99.17%
Number of High-Net-Worth Clients
33
Total Client Accounts
36
Discretionary Accounts
36

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
139757
  • FORM ADV PART 2A AND 2B (BROCHURE SUPPLEMENT) (2026-04-23) (fee schedule source) · View brochure text

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

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