Overview
- Headquarters
- El Segundo, CA
- Total Firm Assets
- $302 million
- Average High-Net-Worth Client Portfolio Size
- $3.7 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: ADV PART 2A FIRM BROCHURE (2025-03-25)
· View brochure text
Latest filing: ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE (2026-03-30)
· View brochure text
Latest filing: ADV PART 2A FIRM BROCHURE (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $10,000,000 | 1.00% |
| $10,000,001 | $20,000,000 | 0.90% |
| $20,000,001 | $50,000,000 | 0.75% |
| $50,000,001 | and above | 0.60% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $415,000 | 0.83% |
| $100 million | $715,000 | 0.72% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 69.13%
- Number of High-Net-Worth Clients
- 56
- Total Client Accounts
- 568
- Discretionary Accounts
- 297
- Non-Discretionary Accounts
- 271
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 155205
- ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE (2026-03-30) · View brochure text
- ADV PART 2A FIRM BROCHURE (2026-03-30) · View brochure text
- ADV PART 2A FIRM BROCHURE (2025-03-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗