Overview

Headquarters
Seattle, WA
Total Firm Assets
$31.3 billion
Average High-Net-Worth Client Portfolio Size
$11.9 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: SNW ADV 2A BROCHURE (2026-06-29) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 0.75%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $7,500 0.75%
$5 million $37,500 0.75%
$10 million $75,000 0.75%
$50 million $375,000 0.75%
$100 million $750,000 0.75%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
1.93%
Number of High-Net-Worth Clients
51
Total Client Accounts
17,443
Discretionary Accounts
17,442
Non-Discretionary Accounts
1

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
154461

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

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