Overview

Headquarters
Scottsdale, AZ
Total Firm Assets
$381 million
Average High-Net-Worth Client Portfolio Size
$2.9 million

Fee Disclosure

Source: ADV 2A - FIRM DISCLOSURE BROCHURE (2026-03-24) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.50%
$1,000,001 $3,000,000 1.25%
$3,000,001 $5,000,000 1.00%
$5,000,001 $10,000,000 0.75%
$10,000,001 $25,000,000 0.65%
$25,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $60,000 1.20%
$10 million $97,500 0.98%
$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
80.71%
Number of High-Net-Worth Clients
105
Total Client Accounts
896
Discretionary Accounts
882
Non-Discretionary Accounts
14

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
174857
  • ADV 2A - FIRM DISCLOSURE BROCHURE (2026-03-24) (fee schedule source) · View brochure text

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

Frequently Asked Questions