Overview

Total Firm Assets
$118 million
Average High-Net-Worth Client Portfolio Size
$2.8 million

Fee Disclosure

Source: FORM ADV PART 2A AND B (2026-08-07) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.25%
$500,001 $2,000,000 1.00%
$2,000,001 and above 0.80%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,250 1.12%
$5 million $45,250 0.90%
$10 million $85,250 0.85%
$50 million $405,250 0.81%
$100 million $805,250 0.81%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
69.20%
Number of High-Net-Worth Clients
29
Total Client Accounts
289
Non-Discretionary Accounts
289

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
286233

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

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