Overview
- Total Firm Assets
- $186 million
- Average High-Net-Worth Client Portfolio Size
- $2.0 million
- Stated Minimum Account Size
- $2,500,000
Fee Disclosure
Source: PART 2A (2026-09-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.85% |
| $10,000,001 | and above | 0.65% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $50,000 | 1.00% |
| $10 million | $92,500 | 0.92% |
| $50 million | $352,500 | 0.70% |
| $100 million | $677,500 | 0.68% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 54.75%
- Number of High-Net-Worth Clients
- 50
- Total Client Accounts
- 180
- Discretionary Accounts
- 173
- Non-Discretionary Accounts
- 7
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies
Regulatory Filings
- SEC CRD Number
- 115562
- PART 2A (2026-09-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗