Peter Cline is a CFP-designated registered investment advisor at Auxano Advisors, based in Bellevue, WA, with 30 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 632 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee schedule starts at 1.00% for clients with $1 million or more. For clients with less than $1 million, the fee schedule starts at 1.25%.
Fee Estimator
Location
10900 NE 4th Street, Suite 1950, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Peter is the president of BridgeHead Foundation, a private foundation, since 2016. He spends minimal time administering the organization and making grants to charities.
Employment History
Current Registrations
Auxano Advisors
Previous Registrations
Raymond James Financial Services
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.