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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be reduced or eliminated for certain holdings. Curated Management may incur an additional fee of up to 0.25% per annum.
Fee Estimator
Financial planning fees range from $2,000 to $20,000 per engagement, determined by complexity. CAMP (asset management) fees are based on a percentage of assets managed (see table). These fees are deducted monthly from your account. Clients also pay internal fees on investments like mutual funds and custodial/brokerage fees. Fees may be negotiable based on factors like asset level or prior advisor relationships.
Areas of Practice
Advisor Information
Office location
6600 SW 92nd Avenue, Suite 100, Portland, OR, 97223
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
Nancy works as an independent insurance agent for various independent insurance companies since 2012. This takes a few hours per week, with minimal time during trading hours.