Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
APP's fees are negotiable and can vary based on the complexity of the engagement, type of service, investment products used, and other factors. The maximum annual management fee is 2.5%. Fees are calculated as a flat or tiered percentage of the account value and billed quarterly in arrears. Clients also incur underlying investment expenses, clearing and custody fees, and trade execution costs.
Areas of Practice
Advisor Information
Office location
19109 36th Ave W, Ste 213, Lynnwood, WA, 98036
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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Aliina's 100% owned S-corp (Anton-Erik & Co) is a 30% member in Werner, O'Meara & Co., PLLC, a tax, accounting, and business consulting firm. She dedicates nearly full-time hours to firm and employee management, client management, tax return reviews, and tax and business consulting.