Overview
- Headquarters
- Olympia, WA
- Total Firm Assets
- $387 million
- Average High-Net-Worth Client Portfolio Size
- $3.1 million
Fee Disclosure
Source: 2025 ADV PART 2-REVISED (2025-09-15)
· View brochure text
Latest filing: 2026 ADV PART 2 (2026-03-24)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $750,000 | 1.25% |
| $750,001 | $3,000,000 | 0.75% |
| $3,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | and above | 0.40% |
Stated Minimum Annual Fee: $7,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,250 | 1.12% |
| $5 million | $36,250 | 0.72% |
| $10 million | $61,250 | 0.61% |
| $50 million | $221,250 | 0.44% |
| $100 million | $421,250 | 0.42% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 89.08%
- Number of High-Net-Worth Clients
- 112
- Total Client Accounts
- 842
- Discretionary Accounts
- 842
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 114437
- 2026 ADV PART 2 (2026-03-24) · View brochure text
- 2025 ADV PART 2-REVISED (2025-09-15) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗