Overview
- Headquarters
- San Diego, CA
- Total Firm Assets
- $616 million
- Average High-Net-Worth Client Portfolio Size
- $9.4 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: ADV PART II A BROCHURE (2026-01-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 0.70% |
| $5,000,001 | and above | 0.35% |
Stated Minimum Annual Fee: $3,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $7,000 | 0.70% |
| $5 million | $35,000 | 0.70% |
| $10 million | $52,500 | 0.52% |
| $50 million | $192,500 | 0.38% |
| $100 million | $367,500 | 0.37% |
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
- 67.18%
- Number of High-Net-Worth Clients
- 44
- Total Client Accounts
- 176
- Discretionary Accounts
- 169
- Non-Discretionary Accounts
- 7
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 6911
- ADV PART II A BROCHURE (2026-01-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗