JM
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
31 clients
Average Client Portfolio
$13.8M average
Assets Under Management
$427.5M
Fee Structure
Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
The annual advisory fee is 1.00% for assets up to $10,000,000. Fees over $10,000,000 are negotiable. Fees are billed quarterly, either in advance or arrears. The minimum account size is $250,000. Clients are responsible for brokerage commissions, transaction fees, and other related costs. U.S. Bank Institutional Trust & Custody charges a fee of 5 basis points on market value, with a minimum of $500 per year.
Areas of Practice
Investment ManagementRetirement PlanningCharitable GivingHigh Net WorthBusiness Owners
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Advisor Information
Office location
601 Union Street, Suite 3701, Seattle, WA, 98101
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
First Washington Corporation
October 2005 - Present · 20 yrs 3 mos
Previous Registrations
Linfor Capital Management, LLC
February 2003 - June 2004 · 1 yr 4 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.