Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual management fee for investment management services ranges up to 1.20% annually, assessed monthly in arrears based on the daily average balance value. Fees can be structured as a fixed flat percentage or a tiered fee schedule. The fee rate adjusts annually to inflation based on the Consumer Price Index. There is no specific account minimum.
Areas of Practice
Advisor Information
Office location
15350 SW Sequoia Parkway,, Suite 250, Portland, OR, 97224
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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Abigail owns a condo unit in Manila, Philippines since 2017. She also works for TELUS International and drives for Uber, dedicating about 10-20% of her time to TELUS and minimal time to Uber.