Overview
- Headquarters
- Bloomfield Hills, MI
- Total Firm Assets
- $932 million
- Average High-Net-Worth Client Portfolio Size
- $5.6 million
Fee Disclosure
Source: FORM ADV PART 2A BROCHURE (2026-06-03) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 0.95% |
| $2,000,001 | $5,000,000 | 0.80% |
| $5,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $43,000 | 0.86% |
| $10 million | $73,000 | 0.73% |
| $50 million | $273,000 | 0.55% |
| $100 million | $523,000 | 0.52% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 78.80%
- Number of High-Net-Worth Clients
- 131
- Total Client Accounts
- 432
- Discretionary Accounts
- 432
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 146829
- FORM ADV PART 2A BROCHURE (2026-06-03) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗