Overview
- Headquarters
- Bakersfield, CA
- Total Firm Assets
- $631 million
- Average High-Net-Worth Client Portfolio Size
- $6.5 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: FIRM BROCHURE AND BROCHURE SUPPLEMENT (2025-03-27)
· View brochure text
Latest filing: FIRM BROCHURE AND BROCHURE SUPPLEMENT (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 0.50% |
| $5,000,001 | $20,000,000 | 0.40% |
| $20,000,001 | and above | 0.35% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $5,000 | 0.50% |
| $5 million | $25,000 | 0.50% |
| $10 million | $45,000 | 0.45% |
| $50 million | $190,000 | 0.38% |
| $100 million | $365,000 | 0.36% |
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
- 39.15%
- Number of High-Net-Worth Clients
- 38
- Total Client Accounts
- 294
- Discretionary Accounts
- 252
- Non-Discretionary Accounts
- 42
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 148531
- FIRM BROCHURE AND BROCHURE SUPPLEMENT (2026-03-27) · View brochure text
- FIRM BROCHURE AND BROCHURE SUPPLEMENT (2025-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗