Overview
- Headquarters
- Pittsburgh, PA
- Total Firm Assets
- $315 million
- Average High-Net-Worth Client Portfolio Size
- $2.9 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: FORM ADV PART 2 AND 2B 022726 (2026-02-27)
· View brochure text
Latest filing: FORM ADV PART 2 AND 2B 072426 (2026-07-24)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | $3,000,000 | 1.00% |
| $3,000,001 | $5,000,000 | 0.80% |
| $5,000,001 | $10,000,000 | 0.65% |
| $10,000,001 | $25,000,000 | 0.50% |
| $25,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,250 | 1.12% |
| $5 million | $47,250 | 0.94% |
| $10 million | $79,750 | 0.80% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 74.44%
- Number of High-Net-Worth Clients
- 80
- Total Client Accounts
- 732
- Discretionary Accounts
- 729
- Non-Discretionary Accounts
- 3
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 305481
- FORM ADV PART 2 AND 2B 072426 (2026-07-24) · View brochure text
- FORM ADV PART 2 AND 2B 022726 (2026-02-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗