Overview
- Headquarters
- Redmond, WA
- Total Firm Assets
- $2.1 billion
- Average High-Net-Worth Client Portfolio Size
- $5.6 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: PRIVATE ADVISORY ADV 2A JUNE 2026 (2026-06-12) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.35% |
Stated Minimum Annual Fee: $20,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $67,500 | 1.35% |
| $10 million | $135,000 | 1.35% |
| $50 million | $675,000 | 1.35% |
| $100 million | $1,350,000 | 1.35% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 82.57%
- Number of High-Net-Worth Clients
- 319
- Total Client Accounts
- 3,217
- Discretionary Accounts
- 3,196
- Non-Discretionary Accounts
- 21
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 170043
- PRIVATE ADVISORY ADV 2A JUNE 2026 (2026-06-12) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗