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 | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Investment advisory fees are negotiable at our sole discretion. All clients do not pay the same fee.
Fee Estimator
For investment management, you'll pay an annual fee based on the value of your managed assets (see the table for rates). Financial planning services are generally covered under the AUM fee. If financial planning is provided without investment management, a flat fee between $1,000 and $5,000 will be charged, depending on complexity. Hourly consulting is available at $250 per hour.
Areas of Practice
Advisor Information
Office location
1420 5th Ave, #2200, Seattle, WA, 98101
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.
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Richard is the lead guitarist and singer for a rock band called Goldbar since 2006. He dedicates minimal time to this non-investment related activity.