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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $25.0M | 0.65% |
| $25M+ | 0.60% |
Negotiated flat fee starting at 0.60% for portfolios with assets over $25,000,000.
Fee Estimator
Investment management fees are based on assets under management. For example, the annual fee is 1.00% on the first $2,000,000, 0.85% on the next $3,000,000, and 0.65% on assets over $5,000,000. Portfolios with assets over $25,000,000 may have a negotiated flat fee starting at 0.60%. Financial planning services have a one-time initial fee of at least $2,500, based on complexity. There is also an annual ongoing financial planning fee of 0.10% of assets under management. Clients engaging the firm solely for financial planning services will generally incur a minimum annual fee of $2,500.
Areas of Practice
Advisor Information
Office location
310 N State Street, Suite 208, Lake Oswego, OR, 97034
Get directionsRegulatory History
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