Private Client Wealth Management
You’ve earned a higher
level of service.
$23.5 Billion
Over $23.5B assets under
management
As of 11/30/22
8,475
Private Clients in all
50 States
As of 11/30/22
$15 Billion
Private Client assets
under management
As of 11/30/22
We fully
invest in you.
Our personalized portfolio management takes your legacy holdings and cost basis into account, with an emphasis on institutional-style diversification and risk management.
Portfolio Customization
We take all your investments and assets into account when building your portfolio and come up with a game plan in helping you with stock options, private company stocks and highly appreciated securities.
Tax Efficiency
We minimize your tax liability by using municipal bonds, and tax-managed individual stocks. Your income generating assets are put in tax deferred accounts and capital gain generating assets are put in taxable accounts.
Suite Of Private
Banking Services
You get access to a broad, life-simplifying suite of products and services through BNY Mellon.
Private Equity Access
Access a diversified basket of private equity investments to build a portfolio previously only accessed by large, institutional investors.
Get more as a
Private Client.
Comprehensive Investment Strategy
We start by listening to you, through discussions with your advisors, then we take a look at your Dashboard to build a personalized portfolio. As your life changes, the strategy adjusts and adapts, so it aligns with your changing needs.
Holistic Financial Planning
Our Fee
Structure
We charge one all-inclusive annual management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.
First $1M | 0.89% |
First $3M | 0.79% |
Next $2M | 0.69% |
Next $5M | 0.59% |
Over $10M | 0.49% |
Includes family tiered billing |

Ready to reach your goals?
Let’s start the conversation about becoming a member of our Private Client Service. You can reach us directly by phone, email or schedule a call with one of our advisors.
855.855.8005
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