JM

Jacob David Mahoney

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
175 clients
Average Client Portfolio
$14.4M average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10M
Financial Planning:Included in AUM fee
Hourly Rate:Up to $500/hr

Parcion charges an annual investment management fee ranging from 0.60% to 1.50% of assets under management, depending on portfolio size and services. Fees are negotiable. Some clients pay less than the stated schedule based on scope of services or length of time with the firm. Clients will also incur fees from third parties like custodians and broker-dealers. For clients with limited assets or complex projects, Parcion may charge a fixed or hourly fee, with a maximum hourly rate of $500. Wealth management services are typically provided for no additional fee beyond the investment management fee.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

11980 NE 24th St, Suite 210, Bellevue, WA, 98005

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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.

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Employment History
Current Registrations
Parcion Private Wealth LLC
January 2021 - Present · 5 yrs
Previous Registrations
Coldstream Wealth Management
July 2019 - September 2020 · 1 yr 2 mos
Coldstream Securities, INC.Broker
December 2018 - September 2020 · 1 yr 9 mos
Wells Fargo Clearing Services, LLC Broker
January 2016 - May 2017 · 1 yr 4 mos
Robert W. Baird & CO. Incorporated
October 2015 - November 2015 · 1 mo
Robert W. Baird & CO. Incorporated Broker
October 2015 - November 2015 · 1 mo
Wells Fargo Advisors, LLC
April 2011 - October 2015 · 4 yrs 6 mos
Wells Fargo Advisors, LLC Broker
January 2011 - October 2015 · 4 yrs 9 mos
Wells Fargo Investments, LLCBroker
October 2009 - January 2011 · 1 yr 3 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Jacob David Mahoney - Financial Advisor | AdvisorDiscover