Overview
- Headquarters
- Newport Beach, CA
- Total Firm Assets
- $721 million
- Average High-Net-Worth Client Portfolio Size
- $3.6 million
Recent Rankings
#21 Lowest-Fee RIA in California for $2M Portfolios
#23 Lowest-Fee RIA in California for $10M Portfolios
Fee Disclosure
Source: RSCRUM_ADV_PART_2A_INCLUDING_2B_MARCH 2026 (2026-09-09) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | and above | 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $40,000 | 0.80% |
| $10 million | $65,000 | 0.65% |
| $50 million | $165,000 | 0.33% |
| $100 million | $290,000 | 0.29% |
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
- 92.35%
- Number of High-Net-Worth Clients
- 186
- Total Client Accounts
- 971
- Discretionary Accounts
- 941
- Non-Discretionary Accounts
- 30
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 158621
- RSCRUM_ADV_PART_2A_INCLUDING_2B_MARCH 2026 (2026-09-09) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗