Overview

Headquarters
Scottsdale, AZ
Total Firm Assets
$153 million
Average High-Net-Worth Client Portfolio Size
$10.6 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: FORM ADV PART 2A - FIRM BROCHURE (2026-01-22) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.35%
$500,001 $1,000,000 1.25%
$1,000,001 $3,000,000 1.00%
$3,000,001 $5,000,000 0.90%
$5,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $13,000 1.30%
$5 million $51,000 1.02%
$10 million Negotiable Negotiable
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
97.50%
Number of High-Net-Worth Clients
14
Total Client Accounts
86
Discretionary Accounts
86

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
172113
  • FORM ADV PART 2A - FIRM BROCHURE (2026-01-22) (fee schedule source) · View brochure text

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

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