Overview
- Total Firm Assets
- $107 million
- Average High-Net-Worth Client Portfolio Size
- $2.5 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: FORM ADV PART 2A (2026-08-14)
· View brochure text
Latest filing: FORM ADV PART 2B (2026-08-14)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.00% |
| $500,001 | $1,000,000 | 0.90% |
| $1,000,001 | $2,500,000 | 0.80% |
| $2,500,001 | $5,000,000 | 0.70% |
| $5,000,001 | and above | 0.60% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,500 | 0.95% |
| $5 million | $39,000 | 0.78% |
| $10 million | $69,000 | 0.69% |
| $50 million | $309,000 | 0.62% |
| $100 million | $609,000 | 0.61% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 87.29%
- Number of High-Net-Worth Clients
- 38
- Total Client Accounts
- 236
- Discretionary Accounts
- 236
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 142841
- FORM ADV PART 2A (2026-08-14) (fee schedule source) · View brochure text
- FORM ADV PART 2B (2026-08-14) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗