Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management and Institutional Intelligent Portfolios® are negotiable, but will not exceed 1.50% annually, billed quarterly in advance. Financial planning & consulting fees are charged hourly (up to $500/hour), flat (up to $7,500), or recurring (up to $20,000 annually). Clients paying $6,000 or more in annual advisory fees for asset management receive ongoing financial planning as part of the service, but may pay an initial one-time financial planning fee. Additional fees may apply for extensive estate planning, divorce work, or business evaluation.
Areas of Practice
Advisor Information
Office location
275 West Third Street, Suite 600, Vancouver, WA, 98660
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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Melissa is the Chief of Staff at Johnson Bixby & Associates, a Registered Investment Advisor. This role requires nearly full-time commitment, with 85 hours spent during trading hours.