Overview
- Total Firm Assets
- $256 million
- Average High-Net-Worth Client Portfolio Size
- $3.8 million
- Stated Minimum Account Size
- $10,000,000
Fee Disclosure
Source: FORM ADV PART 2A (2026-03-27)
· View brochure text
Latest filing: FORM ADV PART 2B (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | $20,000,000 | 0.50% |
| $20,000,001 | and above | 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | $83,000 | 0.83% |
| $50 million | $208,000 | 0.42% |
| $100 million | $333,000 | 0.33% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 84.13%
- Number of High-Net-Worth Clients
- 57
- Total Client Accounts
- 167
- Discretionary Accounts
- 165
- Non-Discretionary Accounts
- 2
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 138687
- FORM ADV PART 2A (2026-03-27) (fee schedule source) · View brochure text
- FORM ADV PART 2B (2026-03-27) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗