Overview
- Headquarters
- Cedar Knolls, NJ
- Total Firm Assets
- $203 million
- Average High-Net-Worth Client Portfolio Size
- $2.6 million
Fee Disclosure
Source: FORM ADV PART 2A (2026-08-10)
· View brochure text
Latest filing: FORM ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE (2026-08-10)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 2.00% |
| $250,001 | $500,000 | 1.55% |
| $500,001 | $2,000,000 | 1.15% |
| $2,000,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $14,625 | 1.46% |
| $5 million | $48,625 | 0.97% |
| $10 million | $86,125 | 0.86% |
| $50 million | $386,125 | 0.77% |
| $100 million | $761,125 | 0.76% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 44.81%
- Number of High-Net-Worth Clients
- 35
- Total Client Accounts
- 740
- Discretionary Accounts
- 740
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 328155
- FORM ADV PART 2A (2026-08-10) (fee schedule source) · View brochure text
- FORM ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE (2026-08-10) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗