Overview
- Total Firm Assets
- $110 million
- Average High-Net-Worth Client Portfolio Size
- $1.0 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: FORM ADV PART 2A AND 2B (2026-05-28) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | $1,000,000 | 1.10% |
| $1,000,001 | $2,000,000 | 1.00% |
| $2,000,001 | $3,500,000 | 0.80% |
| $3,500,001 | $5,000,000 | 0.65% |
| $5,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | $25,000,000 | 0.48% |
| $25,000,001 | $50,000,000 | 0.46% |
| $50,000,001 | $75,000,000 | 0.44% |
| $75,000,001 | $100,000,000 | 0.42% |
| $100,000,001 | and above | 0.40% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,750 | 1.18% |
| $5 million | $43,500 | 0.87% |
| $10 million | $68,500 | 0.68% |
| $50 million | $255,500 | 0.51% |
| $100 million | $470,500 | 0.47% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 93.65%
- Number of High-Net-Worth Clients
- 101
- Total Client Accounts
- 101
- Discretionary Accounts
- 91
- Non-Discretionary Accounts
- 10
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 115849
- FORM ADV PART 2A AND 2B (2026-05-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗