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 $25K | 0.90% |
| $25K - $50K | 0.85% |
| $50K - $100K | 0.80% |
| $100K - $250K | 0.75% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.67% |
Fees are negotiable.
Fee Estimator
This firm offers two advisory programs, IA1 and IA2, with different fee schedules. IA1 provides more investment diversity and quarterly contact, while IA2 focuses on mutual fund models with annual contact. IA1 fees range from 1.00% on the first $250,000 to 0.67% for amounts over $3 million. IA2 fees range from 0.90% on the first $25,000 to 0.75% for amounts over $100,000. IA1 fees include financial planning, while IA2 fees do not. Fees are negotiable. Clients are responsible for custodian and transaction fees.
Areas of Practice
Advisor Information
Office location
612 West Main Street, The M Building Suite 201, Spokane, WA, 99201
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