Overview

Headquarters
Little Silver, NJ
Total Firm Assets
$277 million
Average High-Net-Worth Client Portfolio Size
$0.6 million
Stated Minimum Account Size
$10,000

Fee Disclosure

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

MinMaxDisclosed Annual Rate
$0 $250,000 1.75%
$250,001 $1,000,000 1.50%
$1,000,001 and above 1.25%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,625 1.56%
$5 million $65,625 1.31%
$10 million $128,125 1.28%
$50 million $628,125 1.26%
$100 million $1,253,125 1.25%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
52.03%
Number of High-Net-Worth Clients
255
Total Client Accounts
834
Discretionary Accounts
834

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
131688
  • SEC FORM ADV PART 2A DISCLOSURE BROCHURE (2026-04-01) (fee schedule source) · View brochure text

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

Frequently Asked Questions