Overview
- Total Firm Assets
- $151 million
- Average High-Net-Worth Client Portfolio Size
- $4.3 million
Fee Disclosure
Source: CFM-ADV 2024 (2025-04-09)
· View brochure text
Latest filing: CFM-ADV 2024 (2026-03-25)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,500,000 | 1.00% |
| $2,500,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $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
- 79.52%
- Number of High-Net-Worth Clients
- 28
- Total Client Accounts
- 378
- Non-Discretionary Accounts
- 378
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 153088
- CFM-ADV 2024 (2026-03-25) · View brochure text
- CFM-ADV 2024 (2025-04-09) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗