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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Clients who choose a completely passive implementation of their portfolio will receive a discount of 25% of the fees outlined above.
Fee Estimator
Our fees are based on a percentage of your assets under management. Wealth Management Services have a minimum annual fee of $17,000. Clients with portfolios invested solely in cash and buy-and-hold fixed income securities are billed according to a different schedule with a minimum fee of $20,000 per year. Model Portfolio clients pay 1.00% on assets between $500,000 and $2,000,000. Institutional accounts have a base fee of $10,000. Fees are negotiable and not all clients pay the same fee. Hourly fees may apply for additional services, not to exceed $300 per hour.
Areas of Practice
Advisor Information
Office location
601 Union Street, #4343, Seattle, WA, 98101
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
Jean owns and manages real estate through JEMM Properties, LLC since 2003. This activity does not occur during securities trading hours.