Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable based on account size and servicing requirements, ranging from 0% to 1.25% of assets under management. Fees are generally payable quarterly in advance, based on the account's market value. Some legacy clients have a tiered schedule or a fixed quarterly fee. Clients are responsible for verifying the accuracy of fee calculations. Special projects may incur negotiable fees. There is no minimum account size.
Areas of Practice
Advisor Information
Office location
6 Centerpointe Drive, Suite 300, Lake Oswego, OR, 97035
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Harry co-owns an engraving business, Bill's Badges West, with his wife, dedicating minimal time to it. He is also a FINRA appointed arbitrator, compensated only when selected for a panel.