Overview
- Total Firm Assets
- $65 million
- Average High-Net-Worth Client Portfolio Size
- $1.9 million
Fee Disclosure
Source: DISCLOSURE BROCHURE (FORM ADV PART 2A) (2026-10-06) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.50% |
| $1,000,001 | $2,000,000 | 1.25% |
| $2,000,001 | $3,000,000 | 1.00% |
| $3,000,001 | $4,000,000 | 0.75% |
| $4,000,001 | $5,000,000 | 0.50% |
| $5,000,001 | and above | 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $50,000 | 1.00% |
| $10 million | $62,500 | 0.62% |
| $50 million | $162,500 | 0.32% |
| $100 million | $287,500 | 0.29% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 93.10%
- Number of High-Net-Worth Clients
- 32
- Total Client Accounts
- 252
- Discretionary Accounts
- 252
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 311475
- DISCLOSURE BROCHURE (FORM ADV PART 2A) (2026-10-06) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗