Overview

Headquarters
Los Angeles, CA
Total Firm Assets
$4320.8 billion
Average High-Net-Worth Client Portfolio Size
$4.6 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: ADV BROCHURE CRMC (2025-09-26) · View brochure text
Latest filing: ADV BROCHURE CRMC (2026-09-25) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 0.55%
$1,000,001 $3,000,000 0.45%
$3,000,001 $10,000,000 0.40%
$10,000,001 and above 0.38%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $5,500 0.55%
$5 million $22,500 0.45%
$10 million $42,500 0.42%
$50 million $194,500 0.39%
$100 million $384,500 0.38%

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
0.09%
Number of High-Net-Worth Clients
830
Total Client Accounts
23,578
Discretionary Accounts
23,578

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles

Regulatory Filings

SEC CRD Number
110885

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

Frequently Asked Questions