Overview

Headquarters
Western Springs, IL
Total Firm Assets
$129 million
Average High-Net-Worth Client Portfolio Size
$2.4 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: ADV PART 2A WITH SUPPLEMENT PVWM (2026-04-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 0.75%
$1,000,001 $3,000,000 0.60%
$3,000,001 and above 0.45%

Stated Minimum Annual Fee: $750

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $7,500 0.75%
$5 million $28,500 0.57%
$10 million $51,000 0.51%
$50 million $231,000 0.46%
$100 million $456,000 0.46%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
76.92%
Number of High-Net-Worth Clients
41
Total Client Accounts
447
Discretionary Accounts
447

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
145664
  • ADV PART 2A WITH SUPPLEMENT PVWM (2026-04-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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