John Christian Wilbourne

Occidental Asset Management, LLC

32 Years of Experience

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Firm Information

Occidental Asset Management, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

11 advisors

Number of Clients

540 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$796.1M

Fee Structure

Minimum Investment:$500K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $200K	1.50%
$200K - $700K	1.25%
$700K - $1.2M	1.15%
$1.2M - $2.2M	1.10%
$2.2M - $3.2M	1.00%
$3.2M - $25.0M	0.75%
$25M+	0.75%

Management Fees will be negotiable in the sole and absolute discretion of the Advisor.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

You'll pay a quarterly fee in advance based on your portfolio size (see rates in table). For example, a $500,000 portfolio would cost $7,500 per year. Fees are negotiable at the Advisor's discretion. The firm generally requires a minimum of $500,000 of assets under management.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

35 100th Ave NE, Bellevue, WA, 98004

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Regulatory History (1)

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