Overview
- Headquarters
- Los Altos, CA
- Total Firm Assets
- $585 million
- Average High-Net-Worth Client Portfolio Size
- $4.2 million
Recent Rankings
#3 Lowest-Fee RIA in California for $2M Portfolios
#11 Lowest-Fee RIA in California for $10M Portfolios
Fee Disclosure
Source: ADV FORM 2A (2025-03-19)
· View brochure text
Latest filing: ADV FORM 2A (2026-03-23)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.00% |
| $500,001 | $10,000,000 | 0.50% |
| $10,000,001 | and above | 0.40% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $7,500 | 0.75% |
| $5 million | $27,500 | 0.55% |
| $10 million | $52,500 | 0.52% |
| $50 million | $212,500 | 0.42% |
| $100 million | $412,500 | 0.41% |
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
- 88.04%
- Number of High-Net-Worth Clients
- 122
- Total Client Accounts
- 562
- Discretionary Accounts
- 561
- Non-Discretionary Accounts
- 1
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 155810
- ADV FORM 2A (2026-03-23) · View brochure text
- ADV FORM 2A (2025-03-19) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗