Overview

Total Firm Assets
$139 million
Average High-Net-Worth Client Portfolio Size
$2.3 million

Fee Disclosure

Source: ADV PART 2A & 2B (2026-07-24) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $3,000,000 0.85%
$3,000,001 $5,000,000 0.70%
$5,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $41,000 0.82%
$10 million $66,000 0.66%
$50 million $266,000 0.53%
$100 million $516,000 0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
38.70%
Number of High-Net-Worth Clients
23
Total Client Accounts
564
Discretionary Accounts
564

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number
128086

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

Frequently Asked Questions