Overview
- Headquarters
- Culver City, CA
- Total Firm Assets
- $280 million
- Average High-Net-Worth Client Portfolio Size
- $5.2 million
Fee Disclosure
Source: 2025 - FIRM BROCHURE (ADV PART 2A & B) (2025-03-06)
· View brochure text
Latest filing: 2026 - FIRM BROCHURE (ADV PART 2A & B) (2026-03-10)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 5.00% |
Stated Minimum Annual Fee: $12,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $50,000 | 5.00% |
| $5 million | $250,000 | 5.00% |
| $10 million | $500,000 | 5.00% |
| $50 million | $2,500,000 | 5.00% |
| $100 million | $5,000,000 | 5.00% |
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
- 71.08%
- Number of High-Net-Worth Clients
- 38
- Total Client Accounts
- 305
- Discretionary Accounts
- 296
- Non-Discretionary Accounts
- 9
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 133611
- 2026 - FIRM BROCHURE (ADV PART 2A & B) (2026-03-10) · View brochure text
- 2025 - FIRM BROCHURE (ADV PART 2A & B) (2025-03-06) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗