Overview
- Headquarters
- Burbank, CA
- Total Firm Assets
- $358 million
- Average High-Net-Worth Client Portfolio Size
- $2.2 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: FORM ADV PART 2A - APPENDIX 1: WRAP FEE PROGRAM BROCHURE (2026-07-07)
· View brochure text
Latest filing: FORM ADV PART 2A - FIRM BROCHURE (2026-07-07)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 2.95% |
| $250,001 | $500,000 | 2.50% |
| $500,001 | and above | 2.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $23,625 | 2.36% |
| $5 million | $103,625 | 2.07% |
| $10 million | $203,625 | 2.04% |
| $50 million | $1,003,625 | 2.01% |
| $100 million | $2,003,625 | 2.00% |
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
- 69.82%
- Number of High-Net-Worth Clients
- 112
- Total Client Accounts
- 867
- Discretionary Accounts
- 867
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 130734
- FORM ADV PART 2A - APPENDIX 1: WRAP FEE PROGRAM BROCHURE (2026-07-07) (fee schedule source) · View brochure text
- FORM ADV PART 2A - FIRM BROCHURE (2026-07-07) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗