Overview
- Headquarters
- Pasadena, CA
- Total Firm Assets
- $471 million
- Average High-Net-Worth Client Portfolio Size
- $2.8 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: FIRM BROCHURE (2026-03-30)
· View brochure text
Latest filing: WRAP PROGRAM (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | $1,000,000 | 0.95% |
| $1,000,001 | $2,500,000 | 0.80% |
| $2,500,001 | $5,000,000 | 0.65% |
| $5,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | and above | 0.40% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,000 | 1.10% |
| $5 million | $39,250 | 0.78% |
| $10 million | $64,250 | 0.64% |
| $50 million | $224,250 | 0.45% |
| $100 million | $424,250 | 0.42% |
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
- 88.81%
- Number of High-Net-Worth Clients
- 149
- Total Client Accounts
- 876
- Discretionary Accounts
- 876
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 111782
- FIRM BROCHURE (2026-03-30) (fee schedule source) · View brochure text
- WRAP PROGRAM (2026-03-30) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗