Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning is billed at $350 per hour. Portfolio management fees are based on a percentage of assets under management, up to 1.00% annually, billed quarterly. Fees are negotiable based on client circumstances. Expert witness services are billed at $350/hour or $2,500 per diem, plus expenses. There is no stated minimum account size.
Areas of Practice
Advisor Information
Office location
1220 Main Street, Suite 400, 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.
Learn about disclosures →Other Business Activities
Michael is the COO of Sloy, Dahl & Holst Holdings, Inc., a company managing a concentrated equity portfolio. This activity takes nearly full-time hours, with a significant portion during securities trading hours.