Stephanie Marie Bates
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable and can be offered at lower rates depending on various factors.
Fee Estimator
ASI's annual advisory fee is based on a percentage of the market value of assets in the account, billed quarterly. The fee includes ASI's advisory fee and brokerage commissions, but excludes certain administrative fees and potential IRA fees. The annual account fee is negotiable based on customer circumstances, level of service, account type, investment experience, and account size. Lower fees may be available from other sources.
Areas of Practice
Advisor Information
Office location
695 North Legacy Ridge Drive Suite 300, Liberty Lake, WA, 99019
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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