KB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
589 clients
Average Client Portfolio
$446K average
Assets Under Management
$262.8M
Fee Structure
Minimum Investment:None
Financial Planning:Charged separately
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Hourly Rate:$150 - $250/hr
Financial planning and consulting fees range from $150 to $250 per hour. Investment management fees are calculated monthly in arrears based on a tiered schedule (see table above) and are negotiable. There is no minimum fee or account size to establish a relationship. Clients may incur additional fees such as brokerage and custodial charges, as well as internal management fees for mutual funds and ETFs.
Areas of Practice
Financial Planning & CoachingTax PlanningRetirement PlanningEducation PlanningEstate PlanningInvestment Management
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Advisor Information
Office location
6501 N Cedar Road, Building 4, Suite C, Spokane, WA, 99208
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Columbia Advisory Partners, LLC
August 2021 - Present · 4 yrs 5 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.