Overview
- Headquarters
- Bellevue, WA
- Total Firm Assets
- $2.4 billion
- Average High-Net-Worth Client Portfolio Size
- $10.2 million
Recent Rankings
Forbes 2025: 130
Fee Disclosure
Source: TSCHETTER GROUP ADV 2A JULY 2026 (2026-07-10) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.50% |
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
- 72.66%
- Number of High-Net-Worth Clients
- 171
- Total Client Accounts
- 1,558
- Discretionary Accounts
- 1,500
- Non-Discretionary Accounts
- 58
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 301548
- TSCHETTER GROUP ADV 2A JULY 2026 (2026-07-10) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗