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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $25.0M | 0.65% |
| $25M+ | 0.60% |
Negotiated flat fee starting at 0.60% for portfolios with assets over $25,000,000.
Fee Estimator
Investment management fees are based on assets under management. For example, the annual fee is 1.00% on the first $2,000,000, 0.85% on the next $3,000,000, and 0.65% on assets over $5,000,000. Portfolios with assets over $25,000,000 may have a negotiated flat fee starting at 0.60%. Financial planning services have a one-time initial fee of at least $2,500, based on complexity. There is also an annual ongoing financial planning fee of 0.10% of assets under management. Clients engaging the firm solely for financial planning services will generally incur a minimum annual fee of $2,500.
Areas of Practice
Advisor Information
Office location
310 N State Street, Suite 208, Lake Oswego, OR, 97034
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Scott is a high school volleyball coach, spending about half their time during the season and minimal time off-season. Scott is also a manager at Uptick Capital Management, LLC, dedicating minimal time to general business administration activities and investment advice to private funds.