Overview
- Headquarters
- Bedford, NH
- Total Firm Assets
- $466 million
- Average High-Net-Worth Client Portfolio Size
- $2.0 million
Fee Disclosure
Source: 07-21-2026 (2026-07-21) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.80% |
| $2,000,001 | $3,000,000 | 0.70% |
| $3,000,001 | $5,000,000 | 0.50% |
| $5,000,001 | $7,000,000 | 0.40% |
| $7,000,001 | $10,000,000 | 0.30% |
| $10,000,001 | $20,000,000 | 0.20% |
| $20,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $3,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $35,000 | 0.70% |
| $10 million | $52,000 | 0.52% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 53.54%
- Number of High-Net-Worth Clients
- 126
- Total Client Accounts
- 631
- Discretionary Accounts
- 415
- Non-Discretionary Accounts
- 216
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 105666
- 07-21-2026 (2026-07-21) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗