This firm offers investment management and financial planning services. Investment management involves creating and managing a portfolio based on your goals and risk tolerance. Financial planning covers various aspects of your financial life, such as retirement planning, estate planning, and insurance needs. The firm also provides advice on specific financial issues.
Assets Under Management$730M
Clients3,456
Advisors8
Avg. per Client$210K
Avg. per Advisor$91M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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