| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $30.0M | 0.50% |
| $30M+ | 0.30% |
Fees may vary and are negotiable.
One SW Columbia, Suite 780, Portland, OR, 97258
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Joseph is involved with several non-investment related activities, including serving on the Heart Leadership Cabinet at St. Vincent Medical Center, as a Director for The Park Academy and the Portland Police Historical Society, and as a Director for the Harold and Margaret Taylor Foundation. These activities require minimal time commitment.