SW

Shawn Patrick Willard

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
272 clients
Average Client Portfolio
$674K average
Assets Under Management
$183.4M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Fees are negotiable based on account size and servicing requirements, ranging from 0% to 1.25% of assets under management. Fees are generally payable quarterly in advance, based on the account's market value. Some legacy clients have a tiered schedule or a fixed quarterly fee. Clients are responsible for verifying the accuracy of fee calculations. Special projects may incur negotiable fees. There is no minimum account size.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

6 Centerpointe Drive, Suite 300, Lake Oswego, OR, 97035

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Regulatory 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.

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Employment History
Current Registrations
Orca Investment Management, LLC
July 2007 - Present · 18 yrs 6 mos
Previous Registrations
Rubicon Global Asset Management, LLC
April 2007 - June 2007 · 2 mos
State Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.