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
10260 SW Greenburg Road, Suite 300, Portland, OR, 97223
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
Nelson Rutherford retired as Managing Partner of Alten Sakai & Company LLP in 2017 and now holds the title "of Counsel", assisting with client consulting. This activity takes about a quarter of Nelson's time.