Overview
- Headquarters
- Portland, OR
- Total Firm Assets
- $2.7 billion
- Average High-Net-Worth Client Portfolio Size
- $3.0 million
- Stated Minimum Account Size
- $300,000
Fee Disclosure
Source: FORM ADV 2A (PERSONAL ADVISORY SERVICES) (2026-07-23)
· View brochure text
Latest filing: FORM ADV 2A (RETIREMENT PLANS) (2026-07-23)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.75% |
| $2,000,001 | $3,000,000 | 0.50% |
| $3,000,001 | $4,000,000 | 0.35% |
| $4,000,001 | and above | 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $28,500 | 0.57% |
| $10 million | $41,000 | 0.41% |
| $50 million | $141,000 | 0.28% |
| $100 million | $266,000 | 0.27% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 4.91%
- Number of High-Net-Worth Clients
- 44
- Total Client Accounts
- 374
- Discretionary Accounts
- 374
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 132131
- FORM ADV 2A (PERSONAL ADVISORY SERVICES) (2026-07-23) (fee schedule source) · View brochure text
- FORM ADV 2A (RETIREMENT PLANS) (2026-07-23) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗