Overview

Total Firm Assets
$1.7 billion
Average High-Net-Worth Client Portfolio Size
$6.3 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: FORM ADV PART 2A AND PART 2B DISCLOSURE BROCHURE (2026-09-24) · View brochure text

MinMaxDisclosed Annual Rate
$0 $5,000,000 1.00%
$5,000,001 $10,000,000 0.85%
$10,000,001 and above 0.70%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $50,000 1.00%
$10 million $92,500 0.92%
$50 million $372,500 0.74%
$100 million $722,500 0.72%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
18.42%
Number of High-Net-Worth Clients
50
Total Client Accounts
708
Discretionary Accounts
653
Non-Discretionary Accounts
55

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
136971
  • FORM ADV PART 2A AND PART 2B DISCLOSURE BROCHURE (2026-09-24) (fee schedule source) · View brochure text

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

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