Overview
- Total Firm Assets
- $211 million
- Average High-Net-Worth Client Portfolio Size
- $11.2 million
Fee Disclosure
Source: PART 2A BROCHURE (2026-07-01) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.50% |
Stated Minimum Annual Fee: $1,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 58.45%
- Number of High-Net-Worth Clients
- 11
- Total Client Accounts
- 70
- Discretionary Accounts
- 44
- Non-Discretionary Accounts
- 26
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 309832
- PART 2A BROCHURE (2026-07-01) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗