Overview

Headquarters
Bellevue, WA
Total Firm Assets
$901 million
Average High-Net-Worth Client Portfolio Size
$2.1 million

Fee Disclosure

Source: DISCLOSURE BROCHURE FOR MARS JEWETT FINANCIAL GROUP, INC. (2026-03-31) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $10,000,000 0.55%
$10,000,001 and above 0.45%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $32,000 0.64%
$10 million $59,500 0.60%
$50 million $239,500 0.48%
$100 million $464,500 0.46%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
87.56%
Number of High-Net-Worth Clients
371
Total Client Accounts
2,115
Discretionary Accounts
2,077
Non-Discretionary Accounts
38

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
297388
  • DISCLOSURE BROCHURE FOR MARS JEWETT FINANCIAL GROUP, INC. (2026-03-31) (fee schedule source) · View brochure text

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

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