Overview

Total Firm Assets
$81 million
Average High-Net-Worth Client Portfolio Size
$13.2 million

Fee Disclosure

Source: FIRM DISCLOSURE BROCHURE (2026-04-01) · View brochure text

MinMaxDisclosed Annual Rate
$0 $10,000,000 0.30%
$10,000,001 and above Negotiable

Stated Minimum Annual Fee: $15,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $15,000 0.30%
$10 million $30,000 0.30%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
96.93%
Number of High-Net-Worth Clients
6
Total Client Accounts
24
Discretionary Accounts
3
Non-Discretionary Accounts
21

Services Offered

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

Regulatory Filings

SEC CRD Number
158829

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

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