Overview
- Headquarters
- Fairfield, CT
- Total Firm Assets
- $2.3 billion
- Average High-Net-Worth Client Portfolio Size
- $2.2 million
- Stated Minimum Account Size
- $10,000
Recent Rankings
Forbes 2025: 213
Fee Disclosure
Source: FORM ADV 2A: FIRM BROCHURE MARCH 2026 (2026-04-23)
· View brochure text
Latest filing: WRAP PROGRAM BROCHURE MARCH 2026 (2026-04-23)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $100,000 | 2.00% |
| $10 million | $200,000 | 2.00% |
| $50 million | $1,000,000 | 2.00% |
| $100 million | $2,000,000 | 2.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Connecticut for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 74.66%
- Number of High-Net-Worth Clients
- 762
- Total Client Accounts
- 6,443
- Discretionary Accounts
- 6,411
- Non-Discretionary Accounts
- 32
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 171922
- FORM ADV 2A: FIRM BROCHURE MARCH 2026 (2026-04-23) (fee schedule source) · View brochure text
- WRAP PROGRAM BROCHURE MARCH 2026 (2026-04-23) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗