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.
6 Centerpointe Drive, Suite 300, Lake Oswego, OR, 97035
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