Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Wealth management fees are based on a percentage of assets under management. There is a minimum wealth management fee of $3,500 per year. Financial planning is also offered at an hourly rate of $350 per hour. Fees are negotiable for accounts over $10 million or for certain passively advised investments and pre-existing relationships.
Areas of Practice
Advisor Information
Office location
915 NW 19th Ave Suite F, Portland, OR, 97209
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
Kori owns and maintains a rental unit in Portland, Oregon, dedicating minimal time to it. Kori also serves as Vice Chair of the Board and Chair of the Investment Committee for The Library Foundation, spending a few hours per week on this role.