Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on a percentage of assets managed, with a maximum annual fee of 1.25%. Fees may vary and be negotiated. Financial planning fees range from $1,000 to $2,000, depending on the complexity of the client's situation. A flat consulting fee of $65 each quarter is charged for each brokerage customer contract with a market value equal to or greater than $50,000.
Areas of Practice
Advisor Information
Office location
19020 33rd Avenue W, Suite 390, 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.
Learn about disclosures →Other Business Activities
Donald is a football referee for the Snohomish County Football Association, dedicating about 10-20% of his time. He also owns 55% of Wayfinding Financial, spending nearly full-time on this investment-related activity, and serves as treasurer for Meadowview Estates at Edmonds Homeowner's Association, spending minimal time on it.