Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and may vary based on the scope and duration of services, as well as client size. Asset-based fees range from 0.05% to 1.25% of plan assets. Flat fees range from $2,500 to $500,000 or more. Per-participant fees range from $150 to $250 or more. Hourly fees range from $250 to $350 per hour.
Areas of Practice
Advisor Information
Office location
200 SW Market Street, Suite 550, Portland, OR, 97201
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 ActivitiesSells Insurance
Timothy is a Senior VP of Employee Benefits at Brown & Brown Northwest since 2013, an insurance agency/brokerage/consulting firm. His duties include sales, consulting, and service of employee benefit plan clients (life and health insurance), taking more than full-time hours per month, with full-time hours during trading hours.