Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management or a fixed fee. Fees and minimum investment amounts are subject to negotiation and may vary. Private Fund investments typically have annual investment management fees up to 1.5%, which may decline based on the amount of assets invested. Asset allocation strategies range from 0.02% to 0.10% depending on the total funds. Fixed fee asset allocation strategies range from $1,500 to $2,500 per allocation. SMA strategies generally range from 0.23% to 0.55%.
Areas of Practice
Advisor Information
Office location
5885 Meadows Road, Suite 820, Lake Oswego, OR, 97035
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.
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Brett is an access/supervised person of Principal Global Investors, LLC and will perform certain functions for Principal Global Investors, Inc and its affiliates.