Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management and Institutional Intelligent Portfolios® are negotiable, but will not exceed 1.50% annually, billed quarterly in advance. Financial planning & consulting fees are charged hourly (up to $500/hour), flat (up to $7,500), or recurring (up to $20,000 annually). Clients paying $6,000 or more in annual advisory fees for asset management or Institutional Intelligent Portfolios® receive ongoing financial planning & consulting with no additional charges unless disclosed in advance. A minimum investment of $5,000 is required for Institutional Intelligent Portfolios®.
Areas of Practice
Advisor Information
Office location
275 West Third Street, Suite 600, Vancouver, WA, 98660
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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Jose works at Johnson Bixby & Associates as a Registered Investment Advisor (RIA), dedicating full-time hours to this role, with 100 hours during trading hours.