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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Fees may vary based on account type, size, services, and related assets.
Fee Estimator
The firm charges an annual fee based on a percentage of your assets under management. The standard fee schedule is 1.00% of assets up to $2,000,000; .625% of assets between $2,000,001 and $10,000,000; and .50% of assets in excess of $10,000,000. Some clients may pay more or less depending on factors such as the type and size of the account, the range of additional services provided, and the total amount of assets managed for related clients. There is no minimum account size.
Areas of Practice
Advisor Information
Office location
1111 Main Street, Suite 650, Vancouver, WA, 98660-2990
Get directionsRegulatory History
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 →Other Business Activities
Sheri owns investment-related single-family real estate in Vancouver, WA since 2014.