SB
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
16 advisors
Number of Clients
601 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.07% |
| $1.0M - $3.0M | 1.03% |
| $3.0M - $5.0M | 0.94% |
| $5.0M - $10.0M | 0.73% |
| $10.0M - $20.0M | 0.61% |
| $20M+ | 0.49% |
Subject to a minimum annual fee of $5,000. All advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
Financial Plan Fee:$0 - $20,000
Investment management fees are based on a percentage of assets under management, subject to a $5,000 minimum annual fee. Financial planning fees range from $0 to $20,000, depending on complexity. An Asset Administration, Reporting & Technology fee of 0.03% annually is also assessed. The firm also offers a performance-based fee arrangement to qualified clients. All advisory fees are negotiable.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
16880 NE 79th Street, Redmond, WA, 98052
Get directionsRegulatory History (1)
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Customer Dispute
June 2017Settled
Employment History
Current Registrations
Private Advisory
September 2014 - Present · 11 yrs 4 mos
Previous Registrations
Private Advisory Group
August 2013 - December 2014 · 1 yr 4 mos
London Pacific Advisors
April 2001 - August 2002 · 1 yr 4 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.