Overview
- Headquarters
- Troy, MI
- Total Firm Assets
- $1.3 billion
- Average High-Net-Worth Client Portfolio Size
- $4.3 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: FORM ADV, PART 2 - BROCHURE (2025-03-24)
· View brochure text
Latest filing: FORM ADV, PART 2 - BROCHURE (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | and above | 0.50% |
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 | $65,000 | 0.65% |
| $50 million | $265,000 | 0.53% |
| $100 million | $515,000 | 0.52% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 84.13%
- Number of High-Net-Worth Clients
- 244
- Total Client Accounts
- 537
- Discretionary Accounts
- 537
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 105609
- FORM ADV, PART 2 - BROCHURE (2026-03-30) · View brochure text
- FORM ADV, PART 2 - BROCHURE (2025-03-24) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗