Overview

Headquarters
Lisle, IL
Total Firm Assets
$135 million
Average High-Net-Worth Client Portfolio Size
$1.0 million
Stated Minimum Account Size
$50,000

Fee Disclosure

Source: FORM ADV PART 2A (2026-10-14) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 2.25%
$250,001 $500,000 2.00%
$500,001 $1,000,000 1.75%
$1,000,001 $2,500,000 1.50%
$2,500,001 $5,000,000 1.25%
$5,000,001 and above 1.00%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $19,375 1.94%
$5 million $73,125 1.46%
$10 million $123,125 1.23%
$50 million $523,125 1.05%
$100 million $1,023,125 1.02%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
38.36%
Number of High-Net-Worth Clients
54
Total Client Accounts
618
Discretionary Accounts
618

Services Offered

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

Regulatory Filings

SEC CRD Number
123483

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

Frequently Asked Questions