Overview

Total Firm Assets
$144 million
Average High-Net-Worth Client Portfolio Size
$3.8 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: SERVANT ADV PART 2A MARCH 2026 (2026-07-17) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.00%
$500,001 $1,000,000 0.80%
$1,000,001 $2,000,000 0.60%
$2,000,001 and above 0.50%

Stated Minimum Annual Fee: $1,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $9,000 0.90%
$5 million $30,000 0.60%
$10 million $55,000 0.55%
$50 million $255,000 0.51%
$100 million $505,000 0.50%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
47.72%
Number of High-Net-Worth Clients
18
Total Client Accounts
87
Discretionary Accounts
70
Non-Discretionary Accounts
17

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number
135183

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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