Overview

Headquarters
Mesa, AZ
Total Firm Assets
$1.2 billion
Average High-Net-Worth Client Portfolio Size
$3.2 million

Fee Disclosure

Source: ADV PART 2A (2026-08-31) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 1.25%

Stated Minimum Annual Fee: $2,500

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $62,500 1.25%
$10 million $125,000 1.25%
$50 million $625,000 1.25%
$100 million $1,250,000 1.25%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
38.19%
Number of High-Net-Worth Clients
146
Total Client Accounts
1,853
Discretionary Accounts
1,853

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting

Regulatory Filings

SEC CRD Number
296988

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

Related Resources

Find Similar Advisors

Browse AZ advisors

Learn About Fees

How advisor fees work and what to expect

Compare Top Firms

Forbes and Barron's rankings of leading RIAs

Advisor Selection Guide

Understanding advisor types and credentials