Overview
- Headquarters
- Palo Alto, CA
- Total Firm Assets
- $47.7 billion
- Average High-Net-Worth Client Portfolio Size
- $1.3 million
- Stated Minimum Account Size
- $500
Recent Rankings
Fee Disclosure
Source: CLIENT BROCHURE JULY 2026 (2026-07-23)
· View brochure text
Latest filing: WRAP BROCHURE JULY 2026 (2026-07-23)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $2,500 | 0.25% |
| $5 million | $12,500 | 0.25% |
| $10 million | $25,000 | 0.25% |
| $50 million | $125,000 | 0.25% |
| $100 million | $250,000 | 0.25% |
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
- 36.01%
- Number of High-Net-Worth Clients
- 12,784
- Total Client Accounts
- 687,493
- Discretionary Accounts
- 618,466
- Non-Discretionary Accounts
- 69,027
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 148456
- CLIENT BROCHURE JULY 2026 (2026-07-23) (fee schedule source) · View brochure text
- WRAP BROCHURE JULY 2026 (2026-07-23) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗