Overview
- Total Firm Assets
- $1.1 billion
- Average High-Net-Worth Client Portfolio Size
- $6.0 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: ADV PART 2 - 08.2026 (2026-08-24) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.50% |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 84.94%
- Number of High-Net-Worth Clients
- 155
- Total Client Accounts
- 302
- Discretionary Accounts
- 160
- Non-Discretionary Accounts
- 142
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 152864
- ADV PART 2 - 08.2026 (2026-08-24) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗