Overview

Headquarters
Prescott, AZ
Total Firm Assets
$240 million
Average High-Net-Worth Client Portfolio Size
$2.8 million

Fee Disclosure

Source: 2A BROCHURE (2026-10-26) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.15%
$1,000,001 $2,000,000 1.00%
$2,000,001 $3,000,000 0.85%
$3,000,001 and above 0.75%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,500 1.15%
$5 million $45,000 0.90%
$10 million $82,500 0.82%
$50 million $382,500 0.76%
$100 million $757,500 0.76%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
50.15%
Number of High-Net-Worth Clients
43
Total Client Accounts
979
Discretionary Accounts
979

Services Offered

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

Regulatory Filings

SEC CRD Number
105968

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

Frequently Asked Questions