Investment advisory fees for internal investment management typically range from 0.25% to 1.50% annually, depending on assets, strategy, and complexity. Fees are paid quarterly in advance. Financial planning is offered on an hourly basis (up to $350/hour) or as a fixed engagement fee. Retirement plan advisory fees can be up to 1.00% annually, with a minimum fee of $7,500, which is negotiable.
1437 SW Columbia St., Portland, OR, 97201
Get directionsDaniel owns investment real estate held in three LLCs: CSNW Properties LLC, CTODTO Properties LLC, and Terri Lee Apartments LLC.