MC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
73 clients
Average Client Portfolio
$354.8M average
Assets Under Management
$25.9B
Fee Structure
Financial Planning:Investment management only
GPA typically charges high net worth clients a fee ranging from 0.20% to 0.50% of assets under management. Some clients pay more or less depending on factors like account size, services provided, and total assets managed for related clients. Fees may be negotiable if assets under management exceed a stated amount. Fees are payable monthly or quarterly in arrears.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
6650 SW Redwood Lane, Suite 365, Portland, OR, 97224
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Government Portfolio Advisors LLC
September 2015 - Present · 10 yrs 4 mos
Previous Registrations
Mutual Securities, INC.Broker
June 2015 - October 2017 · 2 yrs 4 mos
Wedbush Securities INC. Broker
July 2007 - July 2014 · 7 yrs
Seattle-Northwest Securities CorporationBroker
March 1997 - February 2007 · 9 yrs 11 mos
U.S. Bancorp SecuritiesBroker
October 1992 - March 1997 · 4 yrs 5 mos
State Registrations4 states
NMORTXUT
Advisor
Exams
No exam information available for this advisor.