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 - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.45% |
| $25M+ | 0.40% |
Fee Estimator
The annual management fee for investment management services ranges up to 1% annually, assessed quarterly in advance. If the calculated fee is less than $5,000, a minimum fee of $5,000 will be applied (at the discretion of the advisor for accounts under $250,000). The fee includes financial planning services. Multi-Generational Legacy Planning fees range from $100,000 to $300,000 annually, negotiated and charged quarterly.
Areas of Practice
Advisor Information
Office location
Kirkland, WA
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
Joel manages a rental property, volunteers for the Rotary Club, and is involved with several LLCs and companies, including Streamline Digital Holdings, Simutron Capital, Circinus Capital, Snikrep Real Estate LLC, Xist.GG, and Reeplayer, Inc. These activities require minimal time commitment.