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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.65% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees and minimum account size are negotiable.
Fee Estimator
You'll pay an annual management fee based on your total assets under management (see table for rates). For example, a $2 million account would be charged 0.85%. The minimum account size is generally $250,000, but both the fee and minimum are negotiable. Financial planning and investment consultation services are available at $90 per hour, or for a flat or retainer fee. Other fees may include custodian fees and mutual fund expenses.
Areas of Practice
Advisor Information
Office location
8995 S.E. Otty Road, Portland, OR, 97086
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
Daniel is a board member for Columbia Riverkeeper, a non-profit environmental group. This is a volunteer position and not investment related.