Overview
- Headquarters
- San Francisco, CA
- Total Firm Assets
- $508 million
- Average High-Net-Worth Client Portfolio Size
- $5.1 million
- Stated Minimum Account Size
- $25,000,000
Fee Disclosure
Source: LAVELLE CAPITAL - ADV PART 2A BROCHURE (2026-09-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.00% – 1.50% |
Stated Minimum Annual Fee: $150,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | Below minimum client size | |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 73.59%
- Number of High-Net-Worth Clients
- 74
- Total Client Accounts
- 155
- Discretionary Accounts
- 155
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 316754
- LAVELLE CAPITAL - ADV PART 2A BROCHURE (2026-09-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗