Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and depend on the size of the account and other considerations. Account fees range from 1.5% of assets under management and below. Clients may incur custodian fees and other transaction costs. Fees are calculated monthly in arrears based on the end-of-month market value. For certain annuities, fees are calculated quarterly in arrears based upon the average daily contract value.
Areas of Practice
Advisor Information
Office location
Edmonds, WA
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
Brandon is the owner of Vin & Vie Cellars, LLC, a wine retail business, since April 2023. He spends a few hours per week on this activity, advocating for the business in the community.