Overview
- Headquarters
- West Hartford, CT
- Total Firm Assets
- $1.1 billion
- Average High-Net-Worth Client Portfolio Size
- $5.0 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: FORM ADV PART 2 - BROCHURE (2025-03-20)
· View brochure text
Latest filing: FORM ADV PART 2 - BROCHURE (2026-03-12)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Connecticut for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 74.44%
- Number of High-Net-Worth Clients
- 160
- Total Client Accounts
- 865
- Discretionary Accounts
- 834
- Non-Discretionary Accounts
- 31
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 104674
- FORM ADV PART 2 - BROCHURE (2026-03-12) · View brochure text
- FORM ADV PART 2 - BROCHURE (2025-03-20) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗