Overview
- Headquarters
- Kirkland, WA
- Total Firm Assets
- $261 million
- Average High-Net-Worth Client Portfolio Size
- $2.3 million
Fee Disclosure
Source: PWM FIRM BROCHURE ADV PART 2A (2026-03-30)
· View brochure text
Latest filing: ADV FORM 2B - AMY MARIE MUTAL (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.50% |
Stated Minimum Annual Fee: $3,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 75.45%
- Number of High-Net-Worth Clients
- 86
- Total Client Accounts
- 746
- Discretionary Accounts
- 746
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 164532
- ADV FORM 2B - AMY MARIE MUTAL (2026-03-30) · View brochure text
- PWM FIRM BROCHURE ADV PART 2A (2026-03-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗