Overview

Total Firm Assets
$4.8 billion
Average High-Net-Worth Client Portfolio Size
$3.2 million
Stated Minimum Account Size
$2,000,000

Fee Disclosure

Source: ADV PART 2A - FIRM BROCHURE (2026-03-26) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.25%
$1,000,001 $3,000,000 1.05%
$3,000,001 $7,000,000 0.80%
$7,000,001 $10,000,000 0.55%
$10,000,001 $15,000,000 0.45%
$15,000,001 $25,000,000 0.35%
$25,000,001 and above 0.25%

Stated Minimum Annual Fee: $23,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Below minimum client size
$5 million $49,500 0.99%
$10 million $82,000 0.82%
$50 million $202,000 0.40%
$100 million $327,000 0.33%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
75.77%
Number of High-Net-Worth Clients
1,134
Total Client Accounts
8,857
Discretionary Accounts
8,826
Non-Discretionary Accounts
31

Services Offered

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

Regulatory Filings

SEC CRD Number
140619

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

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