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 | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1000K | 0.80% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable and based upon the level and scope of all the overall investment advisory services to be rendered.
Fee Estimator
For asset management, fees are based on a percentage of your managed assets (see table). Financial planning fees range from $1,500 to $5,000 on a fixed fee basis or $200 to $500 per hour, depending on the complexity and scope of the services. ERISA plan service fees will not exceed 0.50% for plans up to $5,000,000. For plans over $5,000,000, flat fees are negotiable.
Areas of Practice
Advisor Information
Office location
2832 South Meridian, Suite 201, Puyallup, WA, 98373
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
Frank is a licensed insurance agent selling non-variable insurance products since 2006. He also owns a commercial rental real estate building, is a trustee, prepares taxes, runs a referral program for tax preparation, and owns a holding company.