Fees for asset management programs range from 0.5% to less than 3% annually, as agreed upon in writing. The smaller the portfolio, the larger the fee, and conversely. Financial planning and appraisal services are based on hourly ($50-$150) or fixed fees ($150-$1,000). Third-party management programs have their own fee schedules. A $25,000 minimum account requirement may be waived. Fees are negotiable within the stated ranges.
40 Lake Bellevue Drive, Suite 100, Bellevue, WA, 98005
Get directionsEdwin is a member of Heritage Benefits LLC (estate planning) since 2003, dedicating about 10-20% of his time. He is also a member of Heritage Benefits Investment Management LLC, spending about a quarter of his time, and a member of EA Day LLC, an investment holding company, spending minimal time.