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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
The firm charges an annual management fee based on the value of assets managed. For DST investments, a separate, individually negotiated asset-based fee applies. Fees are assessed monthly or quarterly. The firm may negotiate fees based on client type, account size, or pre-existing relationships. Clients are responsible for custodial fees, brokerage commissions, and other expenses. A $30 annual technology fee is applied to every open client account for clients who access SAM through a TPIA or TAMP.
Areas of Practice
Advisor Information
Office location
13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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