Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
549 clients
Average Client Portfolio
$413K average
Assets Under Management
$226.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1.0M - $1.5M0.75%
$1.5M+0.50%

Fees are negotiable and can be offered at lower rates depending on various factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

ASI's annual advisory fee is based on a percentage of the market value of assets in the account, billed quarterly. The fee includes ASI's advisory fee and brokerage commissions, but excludes certain administrative fees and potential IRA fees. The annual account fee is negotiable based on customer circumstances, level of service, account type, investment experience, and account size. Lower fees may be available from other sources.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

695 North Legacy Ridge Drive Suite 300, Liberty Lake, WA, 99019

Get directions
Regulatory History (1)
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Criminal
August 1985
Final Disposition
Other Business Activities

John owns rental property and has for over 10 years, acting as a sole proprietor. He spends a few hours per week on maintenance-related duties.

Employment History
Current Registrations
Alliant Securities, INC. Turner, Nord, Kienbaum
September 2007 - Present · 18 yrs 4 mos
Alliant Securities, INC. Turner, Nord, Kienbaum Broker
January 2004 - Present · 22 yrs
Previous Registrations
Davidson Investment Advisors, INC.
June 2002 - February 2004 · 1 yr 8 mos
D.A. Davidson & CO.
November 1999 - February 2004 · 4 yrs 3 mos
D.A. Davidson & CO. Broker
October 1999 - February 2004 · 4 yrs 4 mos
Phelps & Woodhead, INC.Broker
May 1989 - January 2000 · 10 yrs 8 mos
State Registrations8 states
AKAZCAIDMTNYORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Grant Woodhead - Financial Advisor | AdvisorDiscover