Overview

Headquarters
Beachwood, OH
Total Firm Assets
$113 million
Average High-Net-Worth Client Portfolio Size
$2.4 million
Stated Minimum Account Size
$50,000

Fee Disclosure

Source: ADV PART 2AB (2026-09-21) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 and above 0.80%

Stated Minimum Annual Fee: $1,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $42,000 0.84%
$10 million $82,000 0.82%
$50 million $402,000 0.80%
$100 million $802,000 0.80%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
49.70%
Number of High-Net-Worth Clients
23
Total Client Accounts
306
Discretionary Accounts
306

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
121028

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions