Overview
- Headquarters
- Sacramento, CA
- Total Firm Assets
- $456 million
- Average High-Net-Worth Client Portfolio Size
- $1.1 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: FORM ADV PART 2A - FIRM BROCHURE (2026-08-19) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.50% |
| $250,001 | $500,000 | 1.40% |
| $500,001 | $750,000 | 1.00% |
| $750,001 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.85% |
| $2,000,001 | $2,500,000 | 0.80% |
| $2,500,001 | $3,000,000 | 0.80% |
| $3,000,001 | $4,000,000 | 0.70% |
| $4,000,001 | $5,000,000 | 0.65% |
| $5,000,001 | $6,000,000 | 0.50% |
| $6,000,001 | $7,000,000 | 0.45% |
| $7,000,001 | $8,000,000 | 0.40% |
| $8,000,001 | $9,000,000 | 0.40% |
| $9,000,001 | $10,000,000 | 0.40% |
| $10,000,001 | and above | 0.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,250 | 1.22% |
| $5 million | $42,250 | 0.84% |
| $10 million | $63,750 | 0.64% |
| $50 million | $183,750 | 0.37% |
| $100 million | $333,750 | 0.33% |
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
- 63.90%
- Number of High-Net-Worth Clients
- 266
- Total Client Accounts
- 1,444
- Discretionary Accounts
- 1,175
- Non-Discretionary Accounts
- 269
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 130163
- FORM ADV PART 2A - FIRM BROCHURE (2026-08-19) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗