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 - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Discretionary Investment Management Service fees may be negotiable or waived when special conditions or complexities exist.
Fee Estimator
The firm charges an annual fee based on the value of your assets under management. The fee schedule is tiered, decreasing as the portfolio size increases. For example, the first $1,000,000 is charged 1.25% annually. Fees are billed quarterly in advance. The firm does not require a minimum account balance to open or maintain an account. Discretionary Investment Management Service fees may be negotiable or waived when special conditions or complexities exist.
Areas of Practice
Advisor Information
Office location
408 N Mullan Rd, Spokane, WA, 99206
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
Brett is a practitioner at Griffiths, Dreher & Evans, PS, CPAs, a CPA firm. This takes Brett full-time overall, and about half his time during securities trading hours.