Overview
- Headquarters
- Los Angeles, CA
- Total Firm Assets
- $22.5 billion
- Average High-Net-Worth Client Portfolio Size
- $3.4 million
- Stated Minimum Account Size
- $250,000
Recent Rankings
Barron's 2025:
19
Barron's 2024:
21
Fee Disclosure
Source: SEIA ADV 2A (2026-09-14) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.50% – 1.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Estimates use the upper end of the disclosed range. 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
- 75.06%
- Number of High-Net-Worth Clients
- 4,920
- Total Client Accounts
- 9,833
- Discretionary Accounts
- 2,707
- Non-Discretionary Accounts
- 7,126
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 108163
- SEIA ADV 2A (2026-09-14) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗