Overview

Headquarters
Bainbridge Island, WA
Total Firm Assets
$336 million
Average High-Net-Worth Client Portfolio Size
$3.5 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: AGATE PASS INVESTMENT MANAGEMENT FORM ADV PART 2A MARCH 2026 (2026-03-03) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.10%
$1,000,001 $2,000,000 1.00%
$2,000,001 $5,000,000 0.75%
$5,000,001 and above 0.50%

Stated Minimum Annual Fee: $11,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,000 1.10%
$5 million $43,500 0.87%
$10 million $68,500 0.68%
$50 million $268,500 0.54%
$100 million $518,500 0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
94.47%
Number of High-Net-Worth Clients
90
Total Client Accounts
320
Discretionary Accounts
320

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
155049
  • AGATE PASS INVESTMENT MANAGEMENT FORM ADV PART 2A MARCH 2026 (2026-03-03) (fee schedule source) · View brochure text

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

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