Overview
- Headquarters
- Albuquerque, NM
- Total Firm Assets
- $395 million
- Average High-Net-Worth Client Portfolio Size
- $3.4 million
- Stated Minimum Account Size
- $1,500,000
Fee Disclosure
Source: FIRM BROCHURE (2026-01-07)
· View brochure text
Latest filing: PORTFOLIO WEALTH ADVISORS WRAP FEE BROCHURE (2026-01-07)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.50% |
| $1,000,001 | $5,000,000 | 1.10% |
| $5,000,001 | and above | 0.85% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $59,000 | 1.18% |
| $10 million | $101,500 | 1.02% |
| $50 million | $441,500 | 0.88% |
| $100 million | $866,500 | 0.87% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 80.10%
- Number of High-Net-Worth Clients
- 94
- Total Client Accounts
- 761
- Discretionary Accounts
- 761
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 145687
- FIRM BROCHURE (2026-01-07) (fee schedule source) · View brochure text
- PORTFOLIO WEALTH ADVISORS WRAP FEE BROCHURE (2026-01-07) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗