WM

Whitney Laraine Maher

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
73 clients
Average Client Portfolio
$354.8M average
Assets Under Management
$25.9B

Fee Structure

Financial Planning:Investment management only

GPA typically charges high net worth clients a fee ranging from 0.20% to 0.50% of assets under management. Some clients pay more or less depending on factors like account size, services provided, and total assets managed for related clients. Fees may be negotiable if assets under management exceed a stated amount. Fees are payable monthly or quarterly in arrears.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

6650 SW Redwood Lane, Suite 365, Portland, OR, 97224

Get directions
Regulatory 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
Government Portfolio Advisors LLC
April 2015 - Present · 10 yrs 9 mos
Previous Registrations
Mutual Securities, INC.Broker
February 2014 - October 2017 · 3 yrs 8 mos
D.A. Davidson & CO.
December 2010 - February 2014 · 3 yrs 2 mos
D.A. Davidson & CO. Broker
September 2010 - February 2014 · 3 yrs 5 mos
State Registrations5 states
NMORTXUTWA
Advisor
Exams
No exam information available for this advisor.