Overview
- Headquarters
- Los Angeles, CA
- Total Firm Assets
- $158.2 billion
- Average High-Net-Worth Client Portfolio Size
- $21.8 million
Fee Disclosure
Source: ADV PART 2A (2026-03-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $100,000,000 | 0.45% |
| $100,000,001 | and above | 0.35% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $4,500 | 0.45% |
| $5 million | $22,500 | 0.45% |
| $10 million | $45,000 | 0.45% |
| $50 million | $225,000 | 0.45% |
| $100 million | $450,000 | 0.45% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 1.13%
- Number of High-Net-Worth Clients
- 82
- Total Client Accounts
- 895
- Discretionary Accounts
- 865
- Non-Discretionary Accounts
- 30
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 107160
- ADV PART 2A (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗