Overview
- Total Firm Assets
- $372 million
- Average High-Net-Worth Client Portfolio Size
- $7.8 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: ADV 2A 2026 JANUARY (2026-01-16)
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Latest filing: ADV 2B 2026 JANUARY (2026-01-16)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.00% |
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 | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 100.00%
- Number of High-Net-Worth Clients
- 48
- Total Client Accounts
- 48
- Discretionary Accounts
- 23
- Non-Discretionary Accounts
- 25
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 128649
- ADV 2A 2026 JANUARY (2026-01-16) (fee schedule source) · View brochure text
- ADV 2B 2026 JANUARY (2026-01-16) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗