Overview
- Headquarters
- Jacksonville, OR
- Total Firm Assets
- $1.5 billion
- Average High-Net-Worth Client Portfolio Size
- $2.2 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: OCTOBER 2025 BROCHURE TO WEALTH MANAGEMENT CLIENTS (2025-10-08)
· View brochure text
Latest filing: BROCHURE FOR RETIREMENT PLANS AND OTHER INSTITUTIONS (2026-07-17)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.25% |
| $2,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $55,000 | 1.10% |
| $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
- 51.11%
- Number of High-Net-Worth Clients
- 366
- Total Client Accounts
- 1,847
- Discretionary Accounts
- 1,765
- Non-Discretionary Accounts
- 82
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 128483
- BROCHURE FOR RETIREMENT PLANS AND OTHER INSTITUTIONS (2026-07-17) · View brochure text
- OCTOBER 2025 BROCHURE TO WEALTH MANAGEMENT CLIENTS (2025-10-08) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗