Overview

Headquarters
Los Angeles, CA
Total Firm Assets
$175 million
Average High-Net-Worth Client Portfolio Size
$5.0 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: PAM - FORM ADV PART 2A - FIRM BROCHURE (2026-10-23) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 $5,000,000 0.75%
$5,000,001 $10,000,000 0.50%
$10,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $42,500 0.85%
$10 million $67,500 0.68%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

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
100.00%
Number of High-Net-Worth Clients
35
Total Client Accounts
80
Discretionary Accounts
80

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
128580
  • PAM - FORM ADV PART 2A - FIRM BROCHURE (2026-10-23) (fee schedule source) · View brochure text

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

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