Overview
- Headquarters
- Salem, OR
- Total Firm Assets
- $285 million
- Average High-Net-Worth Client Portfolio Size
- $2.1 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: CFP - FORM ADV PART 2A (2025-06-18)
· View brochure text
Latest filing: CFP - FORM ADV PART 2A (2026-03-16)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.75% |
| $2,000,001 | $5,000,000 | 0.50% |
| $5,000,001 | $10,000,000 | 0.25% |
| $10,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $32,500 | 0.65% |
| $10 million | $45,000 | 0.45% |
| $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
- 69.45%
- Number of High-Net-Worth Clients
- 92
- Total Client Accounts
- 575
- Discretionary Accounts
- 575
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 310168
- CFP - FORM ADV PART 2A (2026-03-16) · View brochure text
- CFP - FORM ADV PART 2A (2025-06-18) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗