Overview

Headquarters
Newport Beach, CA
Total Firm Assets
$149 million
Average High-Net-Worth Client Portfolio Size
$2.3 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: SIDOXIA FORM ADV PART 2A (2026-10-22) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.25%
$2,000,001 $3,000,000 1.00%
$3,000,001 and above 0.75%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $50,000 1.00%
$10 million $87,500 0.88%
$50 million $387,500 0.78%
$100 million $762,500 0.76%

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
70.18%
Number of High-Net-Worth Clients
45
Total Client Accounts
269
Discretionary Accounts
269

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
145969

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

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