Overview

Headquarters
Scottsdale, AZ
Total Firm Assets
$172 million
Average High-Net-Worth Client Portfolio Size
$1.5 million
Stated Minimum Account Size
$2,500,000

Fee Disclosure

Source: FIRM BROCHURE - ADV PART 2A (2026-04-01) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.50%
$500,001 $1,000,000 1.25%
$1,000,001 $3,000,000 1.15%
$3,000,001 $5,000,000 1.00%
$5,000,001 $10,000,000 0.80%
$10,000,001 $20,000,000 0.60%
$20,000,001 $50,000,000 0.50%
$50,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Below minimum client size
$5 million $56,750 1.14%
$10 million $96,750 0.97%
$50 million $306,750 0.61%
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
46.80%
Number of High-Net-Worth Clients
55
Total Client Accounts
163
Discretionary Accounts
162
Non-Discretionary Accounts
1

Services Offered

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

Regulatory Filings

SEC CRD Number
291218

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

Frequently Asked Questions