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 $100K | 1.60% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.95% |
| $4.0M - $7.0M | 0.90% |
| $7M+ | 0.85% |
Fees are generally not negotiable, although we reserve the right to negotiate asset-based fees for accounts with market value in excess of $7,000,000 and to make certain exceptions to our general fee policies for family members, friends or individuals personally known to us , and/or those who are employed by non-profit organizations.
Fee Estimator
For full-service advisory engagements, you'll pay an annual fee based on your portfolio size (see rates in table). Fees are calculated as a percentage of the market value of your investment account(s). Stand-alone financial planning fees range from $3,000 to $5,000, but may be higher for institutional clients. Hourly rates may be charged up to $495. Retirement plan consulting fees range from 0.10% to 0.50% of the plan's market value.
Areas of Practice
Advisor Information
Office location
12703 SW 67th Avenue, Portland, OR, 97223
Get directionsRegulatory History
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