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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000.00
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. The minimum annual fee is $15,000. Standalone consulting or financial planning services are available for a fixed fee or an hourly rate, with a maximum of $450 per hour. Fees are generally negotiable. Clients may pay commissions and trading fees, plus up to $35 per trade for client-directed trades. Mutual funds and ETFs have internal expenses. Some Advisory Affiliates are independently licensed to sell insurance products and may receive commissions.
Areas of Practice
Advisor Information
Office location
3395 SW Garden View Ave, Portland, OR, 97225
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 ActivitiesSells Insurance
Hoon is a member of Elliott Bay Advisors LLC (consulting, tax, and accounting) since 2007 and Elliott Bay Insurance LLC (insurance) since 2023. He is also a licensed life insurance agent since 1998 and an LLC member of Cultivant LLC (marketing) since 2018; Hoon devotes full-time hours to his Investment Advisor Representative activities.