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 | 1.00% |
| $1M+ | 0.75% |
Fee schedule is negotiable and subject to Garland’s approval.
Fee Estimator
You'll pay an annual fee based on your portfolio size: 1.0% on the first $1 million of assets and 0.75% on assets over $1 million. The firm requires a minimum annual fee of $5,000, billed quarterly in advance. As a result, they recommend accounts of at least $300,000. Fees are based on the previous quarter-end value. Fees are charged in advance of the service and are prorated for accounts opened during a calendar quarter. You will receive a prorated refund of unearned fees if you terminate your agreement.
Areas of Practice
Advisor Information
Office location
500 108th Ave NE, #955, Bellevue, WA, 98004
Get directionsRegulatory History
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