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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are calculated on a graduated basis. Discounts may be offered to family members, friends, or associated persons of the firm.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management, calculated on a graduated basis. For private clients, fees range from 1.25% on the first $1 million to 0.25% on assets over $10 million. For charitable organizations, corporations, etc., fees range from 0.50% on the first $10 million to 0.25% on assets over $10 million. Financial planning fees range from $3,500 to $30,000 or more, depending on complexity. Investment consulting services are offered for a fixed fee.
Areas of Practice
Advisor Information
Office location
402 E Yakima Ave Ste 110, Yakima, WA, 98907
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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Ryan works as a Tax Senior Manager at Moss Adams, LLP, a CPA firm, since 1998. His duties include tax return preparation and review, tax and business planning, client management, and staff supervision, taking up nearly all of his time.