Overview
- Headquarters
- Pasadena, CA
- Total Firm Assets
- $540 million
- Average High-Net-Worth Client Portfolio Size
- $8.6 million
- Stated Minimum Account Size
- $5,000,000
Fee Disclosure
Source: FORM ADV PART 2A (2026-03-26) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $10,000,000 | 1.00% |
| $10,000,001 | $20,000,000 | 0.75% |
| $20,000,001 | and above | 0.65% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $370,000 | 0.74% |
| $100 million | $695,000 | 0.70% |
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
- 97.32%
- Number of High-Net-Worth Clients
- 61
- Total Client Accounts
- 83
- Discretionary Accounts
- 83
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 106635
- FORM ADV PART 2A (2026-03-26) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗