Overview

Headquarters
Minden, NV
Total Firm Assets
$108 million
Average High-Net-Worth Client Portfolio Size
$2.3 million

Fee Disclosure

Source: PHFA ADV PART 2A (2026-09-10) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $3,000,000 0.80%
$3,000,001 $5,000,000 0.60%
$5,000,001 and above 0.40%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $38,000 0.76%
$10 million $58,000 0.58%
$50 million $218,000 0.44%
$100 million $418,000 0.42%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
46.28%
Number of High-Net-Worth Clients
22
Total Client Accounts
621
Discretionary Accounts
621

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
338952

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

Frequently Asked Questions