Overview
- Headquarters
- Richmond, VA
- Total Firm Assets
- $1.3 billion
- Average High-Net-Worth Client Portfolio Size
- $4.8 million
- Stated Minimum Account Size
- $2,000,000
Fee Disclosure
Source: 2A BROCHURE (2026-02-15)
· View brochure text
Latest filing: WRAP BROCHURE (2026-02-15)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.75% |
| $2,000,001 | $2,500,000 | 0.85% |
| $2,500,001 | $5,000,000 | 0.70% |
| $5,000,001 | $7,500,000 | 0.60% |
| $7,500,001 | $10,000,000 | 0.50% |
| $10,000,001 | $12,500,000 | 0.40% |
| $12,500,001 | $20,000,000 | 0.30% |
| $20,000,001 | $27,500,000 | 0.25% |
| $27,500,001 | $32,500,000 | 0.15% |
| $32,500,001 | $37,500,000 | 0.10% |
| $37,500,001 | and above | 0.05% |
Stated Minimum Annual Fee: $7,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $56,750 | 1.14% |
| $10 million | $84,250 | 0.84% |
| $50 million | $154,250 | 0.31% |
| $100 million | $179,250 | 0.18% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 93.52%
- Number of High-Net-Worth Clients
- 263
- Total Client Accounts
- 1,602
- Discretionary Accounts
- 1,602
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 292456
- 2A BROCHURE (2026-02-15) (fee schedule source) · View brochure text
- WRAP BROCHURE (2026-02-15) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗