Overview
- Total Firm Assets
- $439 million
- Average High-Net-Worth Client Portfolio Size
- $9.5 million
- Stated Minimum Account Size
- $800,000
Fee Disclosure
Source: 2025 ADV PART 2 (2025-03-07)
· View brochure text
Latest filing: 2026 ADV PART 2 (2026-03-03)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.50% |
| $1,000,001 | and above | 0.20% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $5,000 | 0.50% |
| $5 million | $13,000 | 0.26% |
| $10 million | $23,000 | 0.23% |
| $50 million | $103,000 | 0.21% |
| $100 million | $203,000 | 0.20% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 97.90%
- Number of High-Net-Worth Clients
- 45
- Total Client Accounts
- 222
- Discretionary Accounts
- 222
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 119311
- 2026 ADV PART 2 (2026-03-03) · View brochure text
- 2025 ADV PART 2 (2025-03-07) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗