Overview

Headquarters
Gig Harbor, WA
Total Firm Assets
$2.5 billion
Average High-Net-Worth Client Portfolio Size
$61.7 million

Fee Disclosure

Source: FORM ADV PART 2A- AERIE ADVISORY GROUP LLC (2026-07-21) · View brochure text

MinMaxDisclosed Annual Rate
$0 $10,000,000 0.85%
$10,000,001 $25,000,000 0.50%
$25,000,001 $50,000,000 0.40%
$50,000,001 and above 0.30%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $8,500 0.85%
$5 million $42,500 0.85%
$10 million $85,000 0.85%
$50 million $260,000 0.52%
$100 million $410,000 0.41%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
78.40%
Number of High-Net-Worth Clients
32
Total Client Accounts
44
Discretionary Accounts
8
Non-Discretionary Accounts
36

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
333610
  • FORM ADV PART 2A- AERIE ADVISORY GROUP LLC (2026-07-21) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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