Overview

Total Firm Assets
$167 million
Average High-Net-Worth Client Portfolio Size
$3.0 million
Stated Minimum Account Size
$750,000

Fee Disclosure

Source: FORM ADV PART 2 (2026-08-03) · View brochure text

MinMaxDisclosed Annual Rate
$0 $3,000,000 1.00%
$3,000,001 and above 0.25%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $35,000 0.70%
$10 million $47,500 0.48%
$50 million $147,500 0.30%
$100 million $272,500 0.27%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
88.94%
Number of High-Net-Worth Clients
49
Total Client Accounts
381
Discretionary Accounts
366
Non-Discretionary Accounts
15

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
318313

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

Frequently Asked Questions