Overview
- Headquarters
- Stamford, CT
- Total Firm Assets
- $2.4 billion
- Average High-Net-Worth Client Portfolio Size
- $7.6 million
- Stated Minimum Account Size
- $5,000,000
Recent Rankings
Forbes 2025: 152
Fee Disclosure
Source: ADV PART 2A (2026-01-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $3,000,000 | 1.10% |
| $3,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | $20,000,000 | 0.50% |
| $20,000,001 | and above | 0.40% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $50,000 | 1.00% |
| $10 million | $80,000 | 0.80% |
| $50 million | $250,000 | 0.50% |
| $100 million | $450,000 | 0.45% |
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
- 95.47%
- Number of High-Net-Worth Clients
- 306
- Total Client Accounts
- 1,698
- Discretionary Accounts
- 1,698
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 125696
- ADV PART 2A (2026-01-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗