Overview

Headquarters
Westport, CT
Total Firm Assets
$921 million
Average High-Net-Worth Client Portfolio Size
$6.6 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: CKIA ADV PART 2A (2026-03-18) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.50%
$1,000,001 $5,000,000 1.25%
$5,000,001 $10,000,000 1.00%
$10,000,001 $15,000,000 0.75%
$15,000,001 $20,000,000 0.60%
$20,000,001 $25,000,000 0.50%
$25,000,001 $100,000,000 0.40%
$100,000,001 and above 0.38%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $65,000 1.30%
$10 million $115,000 1.15%
$50 million $307,500 0.62%
$100 million $507,500 0.51%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Connecticut for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
47.07%
Number of High-Net-Worth Clients
66
Total Client Accounts
464
Discretionary Accounts
399
Non-Discretionary Accounts
65

Services Offered

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

Regulatory Filings

SEC CRD Number
111656

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

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