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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.35% |
| $4M+ | 0.25% |
Fee Estimator
The firm's fees are based on factors like portfolio size, work required, client location, and meeting frequency. They generally require a minimum of $300,000 in investable assets, but this may be waived. Fees are either asset-based, a flat fee, or a combination of both. The table shows the annual fees for ongoing investment management services, calculated using a blended percentage rate. Clients also pay brokerage transaction costs and ETF or mutual fund fees. One-time financial planning services are available for a fee, generally $3,000, but may be higher depending on complexity.
Areas of Practice
Advisor Information
Office location
Gresham, OR
Get directionsRegulatory History
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