Overview
- Headquarters
- Dover, DE
- Total Firm Assets
- $425 million
- Average High-Net-Worth Client Portfolio Size
- $2.4 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: FORM PART 2 - APPENDIX 1A (2026-08-31)
· View brochure text
Latest filing: FORM ADV PART 2 (2026-08-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.25% |
| $1,000,001 | $3,000,000 | 0.95% |
| $3,000,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $46,500 | 0.93% |
| $10 million | $84,000 | 0.84% |
| $50 million | $384,000 | 0.77% |
| $100 million | $759,000 | 0.76% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 60.83%
- Number of High-Net-Worth Clients
- 110
- Total Client Accounts
- 1,612
- Discretionary Accounts
- 1,612
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 291437
- FORM ADV PART 2 (2026-08-31) · View brochure text
- FORM PART 2 - APPENDIX 1A (2026-08-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗