Overview
- Headquarters
- San Francisco, CA
- Total Firm Assets
- $5.1 billion
- Average High-Net-Worth Client Portfolio Size
- $6.2 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Forbes 2025: 92
Fee Disclosure
Source: ADV PART 2 (2025-08-05)
· View brochure text
Latest filing: ADV PART 2 (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,500,000 | 0.95% |
| $2,500,001 | $5,000,000 | 0.90% |
| $5,000,001 | $10,000,000 | 0.80% |
| $10,000,001 | $25,000,000 | 0.70% |
| $25,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $9,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,500 | 0.95% |
| $5 million | $46,250 | 0.92% |
| $10 million | $86,250 | 0.86% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 87.73%
- Number of High-Net-Worth Clients
- 716
- Total Client Accounts
- 3,690
- Discretionary Accounts
- 3,486
- Non-Discretionary Accounts
- 204
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 132657
- ADV PART 2 (2026-03-30) · View brochure text
- ADV PART 2 (2025-08-05) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗