Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are a percentage of assets under management, with a maximum annual fee of 1.75%. Fees are negotiable and may vary based on relationship size, service level, investment strategy, trading activity, advisor expertise, and financial planning. Retirement and financial planning fees are up to $350 per hour. Consulting fees are also up to $350 per hour. Tax preparation fees are determined by the complexity of the return. There is no account minimum, but the Adviser may decline to accept clients with portfolios under $500,000.
Areas of Practice
Advisor Information
Office location
2835 82nd Avenue Se, Ste 100, Mercer Island, WA, 98040
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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