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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be reduced or eliminated for certain holdings. Curated Management may incur an additional fee of up to 0.25% per annum.
Fee Estimator
Financial planning fees range from $2,000 to $20,000 per engagement, determined by complexity. CAMP (asset management) fees are based on a percentage of assets managed (see table). These fees are deducted monthly from your account. Clients also pay internal fees on investments like mutual funds and custodial/brokerage fees. Fees may be negotiable based on factors like asset level or prior advisor relationships.
Areas of Practice
Advisor Information
Office location
701 N 36th Street, Suite 310, Seattle, WA, 98103
Get directionsRegulatory History
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