Overview
- Headquarters
- West Hartford, CT
- Total Firm Assets
- $700 million
- Average High-Net-Worth Client Portfolio Size
- $9.6 million
Fee Disclosure
Source: FORM ADV PART 2A DTD 2025 MARCH 27 (2025-03-27)
· View brochure text
Latest filing: FORM ADV PART 2A DATED 2026MARCH25 (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $3,000,000 | 0.60% |
| $3,000,001 | $5,000,000 | 0.50% |
| $5,000,001 | $20,000,000 | 0.35% |
| $20,000,001 | and above | 0.30% |
Stated Minimum Annual Fee: $7,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $36,000 | 0.72% |
| $10 million | $53,500 | 0.54% |
| $50 million | $178,500 | 0.36% |
| $100 million | $328,500 | 0.33% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Connecticut for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 42.58%
- Number of High-Net-Worth Clients
- 31
- Total Client Accounts
- 185
- Discretionary Accounts
- 184
- Non-Discretionary Accounts
- 1
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 105039
- FORM ADV PART 2A DATED 2026MARCH25 (2026-03-27) · View brochure text
- FORM ADV PART 2A DTD 2025 MARCH 27 (2025-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗