Overview
- Total Firm Assets
- $120 million
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: FORM ADV PART 2 (2026-04-22) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $5,000,000 | 0.50% |
| $5,000,001 | and above | 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $30,000 | 0.60% |
| $10 million | $42,500 | 0.42% |
| $50 million | $142,500 | 0.28% |
| $100 million | $267,500 | 0.27% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 77.07%
- Number of High-Net-Worth Clients
- 34
- Total Client Accounts
- 180
- Discretionary Accounts
- 173
- Non-Discretionary Accounts
- 7
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 282631
- FORM ADV PART 2 (2026-04-22) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗