Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary based on investment strategy, product type, account size, customization, and services provided, and are negotiated in advance. Investment management fees are typically a percentage of assets under management, billed quarterly. RIM does not charge a fee for model strategies comprised of RIM Advised Registered Funds. Clients may also bear other costs associated with investments.
Areas of Practice
Advisor Information
Office location
Issaquah, WA
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
Daniel owns a rental house through DNJ Properties LLC since 2014. He spends minimal time on this business, as a property manager handles the rental duties.