Overview
- Headquarters
- Providence, RI
- Total Firm Assets
- $2.0 billion
- Average High-Net-Worth Client Portfolio Size
- $33.7 million
- Stated Minimum Account Size
- $25,000
Fee Disclosure
Source: ADV PART 2 (2026-03-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.75% |
| $1,000,001 | and above | 0.55% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $7,500 | 0.75% |
| $5 million | $29,500 | 0.59% |
| $10 million | $57,000 | 0.57% |
| $50 million | $277,000 | 0.55% |
| $100 million | $552,000 | 0.55% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 95.00%
- Number of High-Net-Worth Clients
- 57
- Total Client Accounts
- 305
- Discretionary Accounts
- 305
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 155470
- ADV PART 2 (2026-03-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗