Overview
- Headquarters
- Menlo Park, CA
- Total Firm Assets
- $330 million
- Average High-Net-Worth Client Portfolio Size
- $1.2 million
- Stated Minimum Account Size
- $2,000,000
Fee Disclosure
Source: DISCLOSURE BROCHURE (2026-10-03) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,999,999 | 0.85% |
| $2,000,000 | and above | 0.80% |
Rate applies to the entire account based on its size.
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $40,000 | 0.80% |
| $10 million | $80,000 | 0.80% |
| $50 million | $400,000 | 0.80% |
| $100 million | $800,000 | 0.80% |
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
- 100.00%
- Number of High-Net-Worth Clients
- 285
- Total Client Accounts
- 630
- Discretionary Accounts
- 78
- Non-Discretionary Accounts
- 552
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 300332
- DISCLOSURE BROCHURE (2026-10-03) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗