Private Wealth Consulting Fees & Minimum

Overview

Total Firm Assets: $259 million
Average High-Net-Worth Client Portfolio Size: $3.8 million

Fee Disclosure

Source: ADV PART 2A (2026-04-08) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.50%
$2,000,001	$5,000,000	1.00%
$5,000,001	$10,000,000	0.80%
$10,000,001	and above	0.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$60,000	1.20%
$10 million	$100,000	1.00%
$50 million	$400,000	0.80%
$100 million	$775,000	0.78%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 65.31%
Number of High-Net-Worth Clients: 45
Total Client Accounts: 301
Discretionary Accounts: 301

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 336590

ADV PART 2A (2026-04-08) (fee schedule source) · View brochure text

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

Frequently Asked Questions

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