The Firm provides investment management services to individuals and small businesses. The Firm's advisors offer discretionary and non-discretionary portfolio management. Investment strategies vary by advisor, but all are subject to The Firm's supervision. The Firm does not offer financial planning, insurance, or estate planning services.
Assets Under Management$10M
Clients10
Advisors1
Avg. per Client$1M
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.99% |
| $500K - $1.0M | 2.50% |
| $1.0M - $1.5M | 2.00% |
| $1.5M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable. The maximum fee charged by The Firm is 2.99%. For amounts greater than $2,500,000, fees are negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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