Li Ping Guay

Strait & Sound

22 Years of Experience

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Firm Information

Strait & Sound

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

8 advisors

Number of Clients

277 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$303.9M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $300K	1.50%
$300K - $600K	1.30%
$600K - $1.2M	1.10%
$1.2M - $2.4M	1.00%
$2.4M - $5.0M	0.90%
$5.0M - $10.0M	0.80%
$10M+	0.80%

Assets over $10,000,000 negotiable. Using the previous tier's fee percentage for the negotiable tier.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Hourly Rate:Up to $500/hr

Investment management fees range from 0.5% to 1.5% per year of assets under management. Fees are billed quarterly, based on the assets under management as of the last day of the previous calendar quarter. Lower fees may be negotiated for friends, family, and clients beneficial to the business, or for reduced scope of services. Investment consulting services are provided for no additional fee to investment management clients. For clients who opt not to engage for asset management, the hourly fee is $500.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners

Advisor Information

Office location

Renton, WA

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Regulatory History (2)

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