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 $500K | 1.36% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.32% |
| $3M+ | 1.27% |
Maximum Program Fee when Schwab is custodian. A minimum annual platform fee of $25 will be charged if the billable value of the account falls below $31,250. Program Fee is negotiable.
Fee Estimator
Clients in the Managed Portfolio Program pay an annualized Program Fee that includes investment advice and transaction costs. The Program Fee varies based on the custodian (Schwab or NFS) and the portfolio chosen, and is negotiable with the Financial Professional. The fee is computed and payable quarterly, in arrears, based on the average daily market value of the account. A minimum annual platform fee of $25 will be charged if the billable value of the account falls below $31,250. Custodial fees and mutual fund/ETF fees are in addition to the Program Fee.
Areas of Practice
Advisor Information
Office location
1125 N.W. Couch St., Ste. 900, Portland, OR, 97209
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