Overview
- Headquarters
- Medford, OR
- Total Firm Assets
- $306 million
- Average High-Net-Worth Client Portfolio Size
- $2.6 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: ADV PART 3 (2025-04-03)
· View brochure text
Latest filing: ADV PART 2A (2026-03-16)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $40,000 | 0.80% |
| $10 million | $77,500 | 0.78% |
| $50 million | $377,500 | 0.76% |
| $100 million | $752,500 | 0.75% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 52.55%
- Number of High-Net-Worth Clients
- 63
- Total Client Accounts
- 596
- Discretionary Accounts
- 596
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 162985
- ADV PART 2A (2026-03-16) · View brochure text
- ADV PART 3 (2025-04-03) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗