BN
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
88 clients
Average Client Portfolio
$46.5M average
Assets Under Management
$4.1B
Fee Structure
Financial Planning:Investment management only
Fees are negotiable depending on the size of the account and other considerations. Institutional balanced account fees range from 1% of assets under management and below. Institutional fixed income account fees range from 0.50% of assets under management and below. Other fees clients may incur include custodian fees and other transaction costs.
Areas of Practice
Investment Management
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Advisor Information
Office location
3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503
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
Alaska Permanent Capital Management, LLC
January 2009 - Present · 17 yrs
Previous Registrations
Wachovia Securities, LLC
November 2001 - August 2005 · 3 yrs 9 mos
State Registrations1 state
AK
Advisor
Exams
No exam information available for this advisor.